3D INVESTMENT MODEL™
WEBINAR


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Bill Militello
WEDNESDAY, MAR 22, 2017
1 PM (EST) / 10 AM (PST)

It's time for a new approach to asset allocation. Join our Founder & CEO, Bill Militello, and modernize your portfolio.

 

Want to know how to attract and retain High Net Worth Investors?
Let Bill Militello share with you how it's done.

You'll learn:

  • About the High Net Worth Marketplace
  • Best Practices of Advisors Across the Industry
  • Gain Insights About High Net Worth Investors and Their Attitudes
  • How to Differentiate Your Practice to Attract and Retain High Net Worth Investors