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Comprehensive Wealth Management = Managing Both Sides of the Balance Sheet

Session Speakers
Session Description

Why attend:
Discover how integrating lending into your financial planning process can help you deliver superior solutions and, as a result, attract and retain more clients. 

Session details:
Do you know how to craft a comprehensive wealth management plan? Integrating both sides of the balance sheet can strong results for your clients. Tom Anderson will explain how incorporating lending into his financial planning strategy helped his firm reach $1 billion in assets under management, and why it’s important to position yourself as a personal chief financial officer for your clients. Discover how to:

  • Use assets and liabilities to develop a strong financial plan
  • Stand out from the crowd by demonstrating the value of comprehensive advice
  • Deliver superior solutions and competitor-proof your practice

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule