Want to learn more? Call us at 1-888-543-3776 or visit our website at lifeproassetmanagement.com.
During the Golden Age of Financial Planning
Discover how UNCERTAINTY over taxes, war, and inflation is leading to a BOOM in DEMAND for financial coaching, and gain access to tools and strategies elite advisors are using to accelerate their growth and help more clients.
STREAM THE FULL
2-DAY TRAINING
GET LIVE
VIRTUAL COACHING
OUTSOURCE NON-REVENUE
GENERATING ACTIVITIES
Learn how to outsource non-core tasks such as financial planning, portfolio management, compliance, and client service activities so that you can spend more time establishing and nurturing client relationships.
Expand your ability to serve more clients, while reducing costs, by tapping into teams of trusted experts that work with you on a daily basis to support your business and help your clients reach their goals.
Rising economic uncertainty and high inflation increase the need for financial coaching. Discover how advisors are using bull and bear market playbooks to help clients grow in a variety of market environments.
LifePro Asset Management is bringing together the sharpest minds in the financial services industry when it comes to retirement planning, investments, compliance support, client acquisition, and sales skills. During the 2-day training, you'll learn:
Robert Reaburn
Head of Wealth Management
LifePro Asset Management
Scott Raider
Senior Compliance Analyst
LifePro Asset Management
Tim Devlin
Junior Investment Associate
LifePro Asset Management
Jack Cockrell
Junior Trading Associate
LifePro Asset Management
Navjot Nijjer
Case Manager
LifePro Asset Management
David Lester
Case Manager
LifePro Asset Management
Heather Ulz
Chief Executive Officer
LifePro Asset Management
Ben Nevejans
President
LifePro Financial Services, Inc.
Dave Julian
Director of Operations
LifePro Financial Services, Inc.
Morning Session: 10:00 a.m. - 11:30 a.m. (PDT)
Afternoon Session: 1:00 p.m. - 2:30 p.m. (PDT)
On Day #1, we'll be covering all the sources of growth our elite advisors are using to maximize their business' strength.
You'll learn how to generate lifetime income, increase sales, and spend more time with clients. This is not a templated approach. We understand that every business and client is unique. We’ll work with you to explore, research, and understand your business.
Morning Session: 10:00 a.m. - 11:30 a.m. (PDT)
Afternoon Session: 1:00 p.m. - 2:30 p.m. (PDT)
On Day #2, you'll dive into our 2021 core investment themes and learn how to turn your activity into actual production for your bottom line in 2022.
Our daily review and assessment of current and prospective investments ensure that business and credit cycles remain healthy.
The real work is done by remaining focused on companies leading positive and disruptive innovation in order to deliver an unparalleled client experience.
11512 El Camino Real, Suite 100, San Diego, CA 92130 | Ph: (888) 543-3776 | Em: info@lifeproassetmanagement.com
Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. As such, the information in these materials may change at any time and without notice. This communication is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Investments involve risk and are not guaranteed. This is for financial advisors only.
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