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Webcast: The Million Dollar Blueprint: A Proven Guide to Growing a 7-Figure Financial Advisory Practice Part 1 with Adam Koós, CMT
Webcast: The Million Dollar Blueprint: A Proven Guide to Growing a 7-Figure Financial Advisory Practice Part 1 with Adam Koós, CMT
A webcast presentation by Adam Koós, CMT as part of the CMT Association's Educational Web Series. About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations. You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new […]
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Virtual: Women in TA Chapter Meeting featuring Kristi Mallory
Virtual: Women in TA Chapter Meeting featuring Kristi Mallory
The Women in TA Chapter of the CMT Association invite you to our meeting on Friday, August 16, 2024. Kristi Mallory will be our guest speaker. We hope you will join us! TOPIC: Networking, Mentoring, Connection, and Coaching PRESENTER: Kristi Mallory Executive Business Coach You will receive an email with the Link to the zoom call on the day of event. Karen Benefiel, CMT, CPA Kelly Corbiere, CMT, CFA, CFP Gina Martin Adams, CMT, CFA Women in TA
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Webcast: “CRYPTOCURRENCY: How to manage a crypto fund” with Javier Pineda, CMT
Webcast: “CRYPTOCURRENCY: How to manage a crypto fund” with Javier Pineda, CMT
A webcast presentation by Javier Pineda, CMT as part of the CMT Association's Educational Web Series. About the Presentation: In this session, Javier Pineda will demystify the complexities of cryptocurrency fund management. With years of experience in the financial sector and a deep understanding of digital assets, Javier will share invaluable insights into: Understanding the Crypto Market: Gain a comprehensive overview of the cryptocurrency landscape, including key trends and market dynamics. Risk Management Strategies: Learn how to identify, assess, and mitigate risks unique to cryptocurrency investments. Portfolio Diversification: Discover the best practices for diversifying your crypto assets to optimize returns and minimize risks. Regulatory Considerations: Navigate the evolving regulatory environment and ensure compliance in your crypto fund operations. Advanced Investment Techniques: Explore sophisticated investment strategies and tools to enhance your crypto fund performance. This webinar is a must-attend for financial professionals, fund managers, and anyone interested in mastering the art of cryptocurrency fund management. Whether […]
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