Events

Events

Win clients and grow your firm with live workshops from industry experts.

Proving Your Investment Management Value Through Tax Efficiency Strategies

June 6, 2024

Proving Your Investment Management Value Through Tax Efficiency Strategies

Speaker

s

Torie Happe

,

Zachary Conway

Details

Join Seeds and Holistiplan for a webinar on communicating the quantifiable benefits of tax planning to your clients.

Recent Events

Looking Inward: Leading Clients to “Funded Contentment”

Looking Inward: Leading Clients to “Funded Contentment”

Join us on May 9, 2024, at 12:00pm EST for our upcoming webinar, “Looking Inward: Leading Clients to Funded Contentment,” hosted by Brian Portnoy, founder of Shaping Wealth, and Zachary Conway, CEO and founder of Seeds Investor.

Using “Human-First” Investing To Attract & Retain Great Clients

Using “Human-First” Investing To Attract & Retain Great Clients

Striving to win the hearts and minds of your ideal prospects? Join us on March 20th at 2 p.m. EST for our upcoming webinar, “Using ‘Human-First’ Investing To Attract & Retain Great Clients,” hosted by Zachary Conway, CEO & Founder at Seeds, to learn about how to grow your business by putting the prospective clients you want to serve at the center of an investing experience.

Driving Organic Growth with Personalized Investing

February 22, 2024

Driving Organic Growth with Personalized Investing

Dive into personalized investing with Altruist and Seeds.

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