Webinars, masterclasses, demos and conferences for financial advisors, from the companies that serve them.
A 45-minute webinar on household-level rebalancing and asset location, covering when asset location affects after-tax returns and how Altruist combines both in an automated workflow.
A masterclass by Erin Botsford on the client conversation language and first-meeting closing methods taught in The Advisor Authority's Elite Advisor Success System.
An evening happy hour in Boston's Seaport hosted by Seeds and SyntheticFi to mark their partnership, bringing together independent advisors, founders and wealth management leaders for networking.
Email the details to events@advicer.bio: the date and time, a link to register, and what attendees will learn. Listings are free and checked by hand before they go up.
Events are listed by the companies that host them; Advicer.bio doesn't endorse them. Times are shown in each event's own time zone.