Throughout history, nothing great was ever built without first having a plan in place. The sears tower became the world’s tallest building and a true monument of achievement due to the plan developed by architect bruce graham and structural engineer Fazlur Rahman Khan. However, if the Sears Tower had never been built, its blueprint would just be a drawing.
In other words, success is dependent on implementation. To achieve your goals, you need to develop a plan and then execute it. This year’s Gradient Securities annual meeting will help you do both. We will help you design a blueprint for the best practice possible, and we will give you the tools you need to build it.
Some of the most important tools at your disposal are the products and services you provide to your prospects and clients. This event focuses on just that. We will roll up our sleeves and closely examine the most competitive products and portfolios available: variable annuities, mutual funds, unit investment trusts (uits), non-traded real estate investment trusts (reits), and third-party money managers.
We’ve also engaged a top engineer of our industry and an expert on variable annuities, John Huggard, J.D., CFP®, CHFC, CLU. Mr. Huggard’s presentation, “The Truth About Variable Annuities: Fact vs. Fiction” will strip away 15 common myths about the products and give you concrete methods to close more sales.
Additionally, this event is our chance to review the renovations we made to better serve you and to share our vision for the firm. Plus, by attending our pre-event compliance meeting, you will be able to satisfy over half of your 2015 firm element requirements. Greatness begins at the drawing board – it doesn’t end there. It’s time to dig in and build!