Join the American Funds Advisor Forum on July 20-21. Capital Group and AssetMark are teaming up for your success at this virtual event, with great content geared to help you grow your practice.
You’ll hear investment professionals, peer advisors, and business consultants provide insights you can implement:
- Revolutionize your prospecting process. Learn ways to differentiate from the rest of the crowd and how you can successfully convert your ideal prospects from “cold” to “client” as you establish a natural referral network.
- PSC strategist panel: How we build portfolios. Members of Capital Group’s Portfolio Solutions Committee will discuss how we build model portfolios and key considerations in their construction, and present real-world success stories.
- Scale and grow your practice: Model portfolios as a foundation. Learn from peer advisors how American Funds® model portfolios can provide a defined investment process to use across your client accounts, and how your practice can benefit from building scale.
- The world is turning the corner toward recovery. Capital Group portfolio managers and economists will give their macro outlook to help you assess the current landscape.
- Wealth planning across life stages. Learn about strategies for clients in three key generations and help implement these strategies on an individualized, context-sensitive basis.
American Funds Virtual Advisor Forum
Dates Tuesday, July 20 and Wednesday, July 21, 2021
Begins: 10am PT| 1pm ET
Ends: 1pm PT| 4pm ET
Reserve Your Spot
AssetMark, Inc. is an investment management and consulting firm that helps independent financial advisors build great businesses. This is for informational purposes only, is not a solicitation, and should not be considered investment, legal, or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. References to third-party financial advisors and service providers are for informational purposes only and should not be considered an endorsement or recommendation of AssetMark.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services.
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102501 | C21-17734 | 06/2021 | EXP 06/30/2022
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