September 19, 2023 | Location
Building the Advisory Firm
of the Future
Improve CX. Improve Sales. Improve AUM.
Today’s clients are savvier about investing, reliant on technology for reporting and communications, and demanding fee compression. They want the customer experience of immediacy and accuracy they see in their online consumer behavior.
Advisory firms are constantly looking for ways to keep up with these demands, primarily through enhancements to their investment intelligence, practice management, and the technology required to stay competitive today — and in the future.
In this pursuit, Advisor Ascent™ asks: What is the advisor’s primary value proposition today —and moving forward? Is it constructing and managing bespoke portfolios? Or is it about financial planning and life coaching? Can it be both?
The answer has major implications for the entire financial advice supply chain — from home offices to advisors to investors. Register today to start your Advisor Ascent™.
What is Advisor Ascent™?
This dynamic half-day session brings some of the brightest minds in the industry together to target the real value of the financial advisor in today’s post-pandemic world, while highlighting how advisors can better maximize their time so they can focus on their number one priority—their clients.
Highly Educational Session
Reserved for only 15 independently minded advisors who are looking to future-proof their practice and take it to the next level, Advisor Ascent™ is a roundtable environment that focuses on several essential areas, including:
Improving the Client Experience
Increasing Sales & Marketing
Growing Your Business
Hear From the Best & Brightest
Actionable Steps You'll Take With You
Combine your expertise in financial planning with the advantages of cutting-edge portfolio construction and practice management tools
Customize and control your investment management based on your clients’ unique life goals
Re-energize and scale your operations while maintaining whatever level of independence and flexibility you need
CG Advisor Network
15744 Peacock Rd
Haslett, MI 48840
CG Advisor Network
7422 Carmel Executive Park Dr,
#320 Charlotte, NC 28226
2023 CG Advisor Network. All right reserved.
Advisory Services offered through CG Advisory Services, an SEC Registered Investment Adviser. Securities offered through Geneos Wealth Management Inc. Member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training.
Policy You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, Form ADV Part 2A Appendix 1, 2B, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.
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