Building client portfolios around third-party models can be a steep learning curve and few are willing to explain. Get the inside story in two weeks.
Adhesion (VIP Messenger) is sponsoring a free no-obligation webinar on December 9 on an extremely actionable topic: how advisors can use model portfolios to grow their practice.
Nick Sherrill from American Funds parent Capital Group will be running the program. His goal is to give advisors answers to four essential questions about integrating model portfolios into their practices:
* Why advisors should do this
* Who builds and maintains these models
* How they're constructed
* What models are available for various client types
There's a strong practice management component as well as an inside look at the way these portfolios work . . . and how to deploy them for your clients.
Registration link is HERE.
