As an expert in wealth management, you know that alternative asset investing such as Real Estate, Precious Metals, Private Companies, and more play an important role in your clients’ retirement planning and portfolio diversification strategies. Knowing the answers to the questions your clients may ask about alternative investments held within a tax-deferred Self-Directed IRA can help you maintain your existing relationships and build new ones.
Collaborate with Vantage to offer educational programs which help showcase the often overlooked advantages of owning non-correlated assets within a well balanced retirement plan. Register for or sponsor one of our FREE Workshops and gain knowledge about the flexibility of a self-directed retirement account. Every week we offer financial intelligence without a sales pitch to help you differentiate yourself in this volatile marketplace.