Increase Your Revenue in 2019!
Why Attend Be Fiduciary?
Simplify
Bulletproof
Validate
Make it easy for your clients to understand their plan and implement your recommendations
Earn the Certified Financial FiduciaryⓇ designation and differentiate yourself from the competition
“We are very fortunate to be able to partner up with a company that has proven systems that they’ve been able to put in place. They’re repeatable, they’re transferable, they’re scalable and coupled with teamwork as well as hard work and being consistent. I’ve been able to achieve what I had not been able to achieve before.”
Jeff Saline
Chairman & Top Advisor, NEXT Financial Group Inc.
May 9-10 | San Antonio, TX
Use NEXT995 and save 75%
Utilize proven tools to develop and justify your product or portfolio recommendations with complete documentation
About the Presenters
Jason L Smith
Certified Financial FiduciaryⓇ, CEPⓇ, CLTC
Dave Alison
CFPⓇ, Certified Financial FiduciaryⓇ
Rick McClanahan
Certified Financial FiduciaryⓇ
Master the tools that advisors are using to gather hundreds of millions of dollars in new client assets and help your existing clients with cutting edge tax and income planning strategies
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