Loring Ward Workshop Prepares Advisors for the Future

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Focuses on Best Practices to Enhance Client & Advisor Experience.

Loring Ward, as part of its ongoing effort to help independent financial advisors become the most trusted professional in their clients’ lives, will hold its Future of Adviceworkshop in cities across the country. Presented in close collaboration with noted institutional money manager, Dimensional Fund Advisors, the workshopsarefocused on helping financial advisorsbetter address clients’ rapidly evolving needs, goals and expectations.

Unconventional in their wisdom and powerful in their prescriptions, the workshops are founded on the best practices of top advisors across America.They are designed to encourage advisors to think differently about key areas of their practice, including:

  • Consistent practice growth
  • Plans designed to meet clients’ financial AND life goals
  • Building investment portfolios using scientific and academic research
  • Protection of clients’ goals with a disciplined and structured approach
  • Making a more “referable” practice

Each workshop will be held from 10 am to 2 pm, and lunch will be provided. Locations and dates for the workshops are:

March 13 — Denver, CO         
March 14 — Scottsdale, AZ         
March 19 — Austin, TX         
March 20 — Philadelphia, PA         
March 21 — Detroit, MI         
April 2 — Seattle, WA
April 3 — Portland, OR
April 4 — Salt Lake City, UT
April 9 — Boston, MA
April 10 — Orlando, FL
April 11 — Indianapolis, IN

For more information, contact Loring Ward’s Advisor Relations Team at (800) 366-7266 — Option 6 or visit http://www.loringward.com/Future.These workshops are complimentary, but space is limited, so please register today.

About Loring Ward
Loring Ward (LWI Financial Inc.), based in San Jose, California is a Turnkey Asset Management Provider (TAMP) dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives. Loring Ward’s Asset Class Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.

From Investment Management to Business Management to Practice Development, Loring Ward is committed to giving advisors the tools, training and support to provide clients with a world-class experience.    

As of March 2013, Loring Ward has $8.3 billion in assets under management. For more information, please visit http://www.loringward.com.

LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions may be offered through Loring Ward Securities Inc., member FINRA/SIPC. IRN R 13-052(Exp 2/15)

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Leslie Swid
Loring Ward
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