Two-Day Education/Marketing Seminar

I’ve taken over four years off from doing educational seminars and it’s time I got back out there.

In 2019 I plan on putting on four in-person seminars.

The seminars will be 50% education and 50% marketing. The goal is to help advisors give better advice and then help them with their marketing so they can get in front of more clients and make more sales (or bring more clients on board for AUM).

To download the agenda and sign up form for the March 27-28th seminar in Orange County, CA, click here.

Depending on the venue, we plan on limiting the attendance to 50-75 advisors per event.

If you have any questions about the seminar, feel free to email me or give me a call on my direct line  (see below).

Roccy DeFrancesco, JD