Loring Ward is proud to present a special Workshop series designed to help you think — and act — differently across all the key areas of your practice. Over the course of two hours, you will learn how Loring Ward:
If this resonates with you, we invite you to take the next step in your wealth management journey and explore working with Loring Ward.
- Can help you build better portfolios and become a true wealth advisor.
- Has partnered for more than two decades with the #1 mutual fund company amongst advisers, Dimensional Fund Advisors (DFA).**
- Frees up your time to focus on what really matters to clients — meeting their financial AND life goals.
- Provides a wealth of resources — including investment, behavioral, back office, marketing and practice management.
All workshops will be held from 10 am – noon, followed by lunch.
These Workshops are complimentary, but space is limited, so please register today by clicking on a city on the right.
For more information, contact Loring Ward’s Advisor Relations Team at 800-366-7266, Option 6