Redefined
Redefined
Educate. Equip. Empower.
Our mission is to support independent, growth-oriented advisors to be more successful in serving their clients and growing their businesses.
The Advisor Workshops are built around the needs expressed by such advisors.
Do You Have Time? (90 min)
- To change the trajectory of your business
- To learn how to stand out in a sea of advisors and develop a referable story
- To differentiate your business and attract new prospects and retain client assets
Take-away actionable insights and proven methods that YOU can begin applying immediately that will impact the trajectory of your business.
Advisor Workshop – Agenda Overview
Start With a Risk Number, End With Clients – Riskalyze
- Creating ACAT Moments & Improving Client Retention (25 min)
How to Move $10mm in 5 Minutes – Billion Dollar Bootcamp Series
- Standing Out & Creating a Referable Story (20 min)
Breaking With Tradition – Swan Global Investments
- Building Unique Portfolios to Attract Clients (10 min)
Blend Out: How to Master Digital Prospecting (And Why Advisors Fail) – Snappy Kraken
- What to DO and NOT Do to Drive Successful Prospect Flow and Conversion (20 min)
Scroll down to find the next Advisor Workshop near you.
Locations – 2020
Disclosures:
Swan Global Investments, LLC is a SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (“DRS”). SEC registration does not denote any special training or qualification conferred by the SEC. Swan offers and manages the DRS for investors including individuals, institutions and other investment advisor firms. Any historical numbers, awards and recognitions presented are based on the performance of a (GIPS®) composite, Swan’s DRS Select Composite, which includes non-qualified discretionary accounts invested in since inception, July 1997, and are net of fees and expenses. Swan claims compliance with the Global Investment Performance Standards (GIPS®). All data used herein; including the statistical information, verification and performance reports are available upon request. The S&P 500 Index is a market cap weighted index of 500 widely held stocks often used as a proxy for the overall U.S. equity market. Indexes are unmanaged and have no fees or expenses. An investment cannot be made directly in an index. Swan’s investments may consist of securities which vary significantly from those in the benchmark indexes listed above and performance calculation methods may not be entirely comparable. Accordingly, comparing results shown to those of such indexes may be of limited use. The adviser’s dependence on its DRS process and judgments about the attractiveness, value and potential appreciation of particular ETFs and options in which the adviser invests or writes may prove to be incorrect and may not produce the desired results. There is no guarantee any investment or the DRS will meet its objectives. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is not a guarantee of future results and there can be no assurance, and investors should not assume, that future performance will be comparable to past performance. All investment strategies have the potential for profit or loss. Further information is available upon request by contacting the company directly at 970-382-8901 or www.swanglobalinvestments.com. 103-SGI-030419