Solving the Logistics Dilemma of Alternative Assets in Retirement Accounts -Or- How to Stand Out In a Crowded Advisor Marketplace

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Iron Horse Management is presenting a seminar for financial advisors who want their fair share of the $17.9 trillion in retirement accounts. Advisor solutions in dealing with the ever increasing world of alternative assets held within retirement accounts.

This seminar designed to assist financial advisors who would like to learn how to gain a share of the $17.9 trillion dollars in retirement accounts.

Interest in alternative assets in retirement accounts continue to grow with no slowdown in sight. It is not necessary to reinvent the wheel to be a part of this market. The specialized services needed can be outsourced while the advisor retains full control over client relationships.

Learn how to use this rapidly growing aspect of the retirement industry as a means of;

  • Attracting new HNW clientele
  • Build strong professional teams in your marketplace that are non competitive providing a continual source of referrals
  • Become the expert within your market assisting clients wishing to know more about the possibilities
  • Manage your Firm Liability exposure

With over 11 years of direct senior management experience in the self-directed IRA industry, your presenter has an extensive data bank of technical knowledge, scenarios, industry evolution, and hands on expertise to rely on. One of his specialties is the development of successful strategies for financial advisors to seamlessly integrate a comprehensive marketing program designed to attract high net worth clientele to their practice.

Iron Horse Management works with RIAs around the country, handling all operational, logistics, compliance, and interaction with your clients and the special asset custodian of your choice.

If you would like to simply remain competitive or become the expert in your marketplace please join us on October 3rd in Paradise Valley, Arizona.

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Michael Scott
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