Symmetry Partners

11jul3:00 pm4:00 pm3:00 pm - 4:00 pm(GMT-04:00) How Advisors Are Growing Their HNW Tax Alpha and Direct Indexing Businesses Today - PanelJoin us for our advisor panel.

Hosts

Nan Price, Content Strategist
Michael Storer, Strategic Relationships
Kristopher Walllick, Founder & Wealth Manager, Wallick Wealth Management
Brian Cote, Founder & COO, Gramercy Park Wealth Advisors, LLC

Description

Learn how successful Advisors use sophisticated strategies like Tax Alpha and Direct Indexing to differentiate and grow their businesses and attract more HNW clients. We will look at best practices and case studies.
FOR FINANCIAL PROFESSIONALS ONLY

Time

July 11, 2024 3:00 pm - 4:00 pm EST(GMT-04:00)

Registration


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FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.