When

Thursday, January 18, 2018 from 12:00 PM to 2:00 PM EST
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Where

Fortis Lux Financial Services 
277 Park Avenue 44th Floor
New York, NY 10172
 

 
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Contact

Maciel Martinez (Assistant to Gail Linn) 
Women in Insurance & Financial Services-NYC Chapter 
212-578-7083 
info@wifs.nyc 

 

 Maximizing Client Facing time with Guided Portfolio Solutions


Industry studies consistently show the most successful financial advisors spend in excess of 70% of their time engaged in client facing activities. 

Let AssetMark help you discover how to maximize your client facing time and still achieve superior investment results through Guided Portfolio Solutions. 

Please join us to meet Gary Cox, Director of Portfolio Management at AssetMark to learn about how you get put the robust investment capabilities of the $40 Billion AssetMark organization to work for you and your clients!

 

Gary Cox, Director of Portfolio Management at AssetMark