THE WEALTHY CLIENT PIPELINE

Referral assistance, namely, providing referrals in the field of financial advisor business development, offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet

Educational services, namely, arranging and providing educational conferences and seminars in the field of financial advisor business development, offered to financial advisory institutions and delivered in person or via the internet; coaching services in the field of financial advisor business development in person, via phone calls or via the Internet and meetings offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet