We are fortunate to have a great office layout with a meeting room that can comfortably accommodate 75 people around tables. Our presentations are not sales pitches and are informal in nature, where people can ask questions and interact with the presenters. The only thing we ask is that our clients please consider inviting a friend or family member to come to the presentation. This is usually pretty successful, as our clients have generally developed a great deal of trust in our people and our services. We develop many qualified leads from new people who attend the presentations and want to learn more about our firm and what we might be able to do for them from a financial perspective.
Disclosure: Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor. AWA Investment Advisors and IFP are separate entities from LPL Financial.
This article first published in Proactive Advisor Magazine on May 4, 2017, Volume 14, Issue 4.
Photography by Juleah Aiken