What is the theme of your next meeting?

Think and act like a Personal CFO 

New York Times best-selling author and financial planning expert Tom Anderson will teach you about the power of delivering comprehensive wealth management solutions – managing both sides of the balance sheet. 

It is a fact: integrating both sides of the balance sheet into your planning process delivers superior solutions 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 essential 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