In a time of unprecedented uncertainty in our financial and daily lives, people are turning to financial planning to regain control and confidence for their futures. While advisors see the need to do more planning, they are challenged to find the best ways to deploy a scalable and effective solution. Hear from Gregory Furer, CFP®,CRPC®, CEO of Beratung Advisors as he shares how he and his firm grew their AUM by 500% and provides advice and best practices for how you, too, can engage clients and prospects to grow through planning.
Gregory offers securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Beratung Advisors is a separate entity from WRI.