Are you curious about the growing popularity of index funds? By some accounts, this passive investment vehicle controls at least half of the U.S. stock market.
James will give you the inside look on:
- identifying the right index account to meet client needs,
- ensuring you aren't leaving opportunities on the table, and
- applying his methodology as a sales tool to differentiate your practice.
You won't want to miss out on this chance to learn from James, as he is an expert at crafting sustainable business ideas that result in increased revenue and powerful value propositions. Seats are fill quickly, reserve yours today!
Peak Pro Financial is a true agent development firm devoted to and motivated by the needs of financial professionals. For nearly 20 years, we have personally tested and perfected our proprietary turnkey systems to help countless advisors elevate their practice—to become the go-to expert clients seek.