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 Building Your Foundation for Future Growth workshop in 5 cities across the country. Presented in close collaboration with noted institutional money manager, Dimensional Fund Advisors, the workshops are focused on helping financial advisors take the next step in their wealth management journey and better 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 some of the top advisors across America. They are designed to encourage advisors to think differently about key areas of their practice. Over the course of two hours, financial advisors will learn how Loring Ward:

  • Can help them build better portfolios and become a true wealth advisor.
  • Has partnered for more than two decades with the #1 mutual fund company amongst advisors, Dimensional Fund Advisors (DFA).*
  • Frees up an advisor’s time to focus on what really matters to clients — meeting their financial AND life goals.
  • Provides a wealth of resources — including investment, behavioral, back office, marketing and practice management.

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

September 18 — Columbus, OH
September 25 — San Diego, CA
September 26 — Sacramento, CA
October 1 — Minneapolis, MN
October 2 — Kansas City, MO

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 September 2013, Loring Ward has $9.1 billion in assets under management. For more information, please visit http://www.loringward.com.

*Source: Cogent Research 2013

LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions are offered through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. IRN R 13-301 (Exp 9/15)

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William Chettle
Loring Ward
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