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Do More Planning: Here’s How
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.

Jul 15, 2020 02:00 PM in Eastern Time (US and Canada)

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Speakers

Gregory Furer, CFP®, CRPC®
CEO @Beratung Advisors
Greg is the founder and Chief Executive Officer of Beratung Advisors. He is passionate about financial planning and believes that every person should have a financial plan to help them make informed financial decisions to pursue their goals and live a fulfilling life. Greg’s passion for financial planning not only extends to the clients he and his team serve but to the greater financial planning profession where Greg hosts regular financial planning trainings for professionals outside his team, advocates on behalf of the profession to state and national officials, and serves on the board of his local Financial Planning Association chapter.
Steve Taylor
Advisory Live Training Specialist @eMoney Advisor