Manhattan Advisor Marketing Meetup Dinner With Andy Gluck Wednesday

The Metro NYC Society of Investment Specialists is hosting a presentation by me at a midtown restaurant in a prewar townhouse. A private room accommodating up to 20 is reserved, and 1290 Funds is sponsoring the event. A few seats are open.

It's $35 for dinner and drinks at Marchi's at 251 East 31st Street, off 2nd Avenue in Kips Bay, at 6 p.m. Please call 888-274-5755 Option 1 to reserve a seat.    

After a couple of drinks, I'll attempt to demo new technology for quick touches of clients digitally. The quick touches toolbar is part of a practice management system I've built with help from Fritz Meyer, Bob Keebler, Dr. Craig Israelsen and 3,000 users of Advisors4Advisors and Advisor Products. The platform enables investment and financial planning professionals to fulfill the obligations incumbent on an investment fiduciary at the lowest possible cost. It is customized to your personal strengths and specialities. Here's a 2-minute tour of the platform, and here's 2-minutes about quick touches

 

 

 

 

 

 
 
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Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

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