From left to right: Jacob Wolkowitz, Brian Martin, Jenna Holm, Becky Krieger, Wil Heupel, and Ross Levin
Accredited Investors Wealth Management® is pleased to once again participate in the “Be Our Guest” program administered through the Foundation for Financial Planning. We invite wealth management firms near and far to come take a look around our office to better understand how we serve clients. We are opening our doors to you on Tuesday, June 12, 2018. Leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. We will be sharing everything from our talent sourcing and hiring practices, to tips on how we attract new clients, what we deliver to them, and lessons we’ve learned over the years.
It’s easy to register! Attendees must make a contribution to the Foundation for Financial Planning, an organization that supports pro bono financial planning advice across the country, to be admitted to this program.
For complete details, including registration instructions and the program agenda, please see our Be Our Guest page on our site.