Free Webinar

AUM Navigator

REAL DATA, NOT HEADLINES:
How Every Advisor SHOULD BE Making
AUM Decisions Before Nov 5th

Join Us For One Of The Upcoming Webinars: 

​​​​​​​​​​​​​​Wednesday:  Oct 30th 11am or 4pm est 
Thursday:  Oct 31st  8am or 1pm est
Friday:  Nov 1st 10am or 1pm, 4pm est ​​​​​​​

Webinar Presenters

  • Joe Casey

    Webinar Host

  • Candice Casey

    Webinar Host

What You Will Learn In The Webinar

  • Navigate The Markets Avoiding The Downturns

    Finally, a tool you can use that will help you direct your AUM business avoiding the downturns and maximizing the gains.

  • Attract And Close Higher Net Worth Clients

    The AUM Navigator empowers you with the language and a new skillset that broadens your client base giving you a true EDGE

  • No Longer Rely On 3rd Party Mangers For Market Direction

     3rd parties do their job. Using AUM Navigator & REAL DATA enables you to do YOUR job. Time for Equities for growth or Fixed Income in bear markets? You make the call. 

  • , ,