UPCOMING WEBINAR
Prove the Power of Planning to the
Do-It-Yourself Investor
Thursday, July 29 from 2:00 - 3:00 p.m. ET
In today’s DIY digital environment, your competition isn’t just other financial advisors, it’s also investors who think guidance from a financial professional is a waste of money and time.
Join our advisor panelists to learn how you can persuade the unserved investor—whether a client or not—to understand and embrace the value of planning and how it can substantially improve their financial well-being, as well as their bottom line.
ADVISOR PANEL
Bill Simonet, CFP®, AIF®, CEPA®
Managing Principal
Simonet Financial Group, LLC.
Hannah Moore, CFP®
Owner & Principal Financial Planner
Guiding Wealth
Davin Carey
Regional Vice President
Avantax Planning Partners
Can't make it to the live session?
Register anyway, and we'll send you the recording.