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Building An Exceedingly Profitable Multi-Million Dollar Advisory PracticeAn Exclusive One-Day Workshop Presented by
Russ Alan Prince, Richard J. Flynn, Mitch Gitter & Frank Seneco
September 9, 2008 • The Offices Of Rothstein Kass • New York City
Sponsored By:
Based on the critically-acclaimed book, The Middle-Class Millionaire, this workshop will provide powerful research on building a highly profitable practice.
This workshop—designed by the foremost expert on private wealth and the best practices of the Elite 1200, Russ Alan Prince—will focus on the mind set, processes and tools that will allow you to better serve your clients and enable you to build an exceedingly profitable multi-million dollar advisory practice. Based on the methodology that is Millionaire’s Intelligence, we will address the concepts and provide you with the tools to take your advisory practice to a higher level and significantly increase your income.
This event is designed for advisors who have a meaningful book of business and have the desire try new concepts and tools in order to better serve your clients and earn a substantially greater income. Click here for information.
Who should attend:
• Advisors wanting to eventually have jet-set money by better serving the affluent.
• Wealth managers wanting to refine and improve their practices.
• Advisors wanting to expand their practices to become more successful with the wealthy.
• Senior managers responsible for their firm’s success in the high-net-worth marketplace.
Additional Materials provided:
• The Middle-Class Millionaire: The Rise of the New Rich and How They are Changing America by Russ Alan Prince & Lewis Schiff
• Wealth Management: The New Business Model for Financial Advisors by Russ Alan Prince & Hannah Shaw Grove
• High-Net-Worth Psychology: Finding, Winning & Keeping Affluent Investors by Russ Alan Prince & Karen Maru File
• Fame & Forture: Maximizing Celebrity Wealth by Russ Alan Prince, Hannah Shaw Grove & Richard J. Flynn
All attendees receive a three-month subscription to Cultivating the Affluent, the monthly source of intelligence for succeeding in the high-net-worth market.
Click here more information or to register contact Steve Kimball at 732.450.8866 ext. 29 or skimball@fa-mag.com.
| The 11th Annual Financial Advisor Symposium ChicagoChicago: October 13-16, 2008 • Sheraton Chicago
Register Today for The 11th Annual Financial Advisor Symposium Chicago, October 13-16, 2008, at the Sheraton Chicago to take advantage of over 30 hours of education addressing some of the most pressing issues facing advisors today. Our intensive seminars, interactive panels and workshops, and state-of-the-art Exhibit Hall will introduce you to the newest and most successful tools and strategies for managing your practice and your clients’ assets. Plus, you have the opportunity to earn continuing education credits. While you’re at The Symposium, be sure to visit FA Magazine in booth #204! For complete details or to register call 800.970.4355 and mention priority code #011414 or Register Online.
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2nd Annual Inside ETFs Conference
January 11 - 13, 2009 • Boca Raton Resort & Club, Boca Raton, FL
Register Today for The 2nd Annual Inside ETFs Conferencefor an invaluable opportunity to learn from financial advisors, panelists representing the leading product issuers, academics, researchers and tacticians about real issues that affect you: the practical, logistical and tactical issues involved in building better client portfolios with ETFs.
Register by September 12 to take advantage of the Early Bird Rates.
A Guide to Better Portfolio Management for Your Clients.
Creating a High-Net-Worth Charitable Practice
An Exclusive One-Day Workshop
Directed by Arthur A. Bavelas, Chairman, Bavelas Group
Guest Presentations by Russ Alan Prince, Prince Associates
And David T. Leibell, Partner, Wiggin Dana
January 22, 2009 · New York City
Who Should Attend?
- Financial advisors who want to work with the philanthropic wealthy.
- Senior managers responsible for supporting the planned giving efforts of their firms.
- Financial advisors interested in working with the affluent.
How will you benefit from the workshop?
- Learn the optimal way to profile the philanthropic wealthy thereby setting the stage to deliver charitable solutions.
- Learn how to work most effectively with charitable organizations to deliver planned giving solutions to their high-net-worth donors.
- Learn about the latest charitable gifting strategies.
Registration Cost: $199 per person
Complimentary books provided:
- Fortune’s Fortress: A Primer on Wealth Preservation for Hedge Fund Professionals ($525.00) by Arthur A. Bavales, Russ Alan Prince, Edward A. Renn and Mindy F. Rosenfeld
- Giving Wisely ($24.95) by Russ Alan Prince, Chris Blunt & Gary L. Rathbun
- High-Net-Worth Psychology: Finding, Winning & Keeping Affluent Investors ($24.95) by Russ Alan Prince and Karen Maru File
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For more information about the seminar,
or to inquire about bringing the seminar in-house to your company,
please call Steve Kimball at 732-450-8866, ext. 29 or skimball@pw-mag.com.
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Technology Tools for Today Conference
February 26-28, 2009 • Dallas InterContinental Hotel, Addison, TX
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