Tools of a Top of the Table Advisor:
2020 Edition

What You'll Learn

Handpicked Tools to Help your Business GROW

There are so many different options for your technology solutions, it’s hard to know where to even start! Join this special session where Real Wealth® handpicks tried and true tools and resources that can significantly help you run your business more efficiently.

Featured Tools

Featuring..

  • Taxbot
  • Cornerstone Business Solutions
  • Proformex
  • Leading Advisor
  • TASC

 

What Advisors Think of this Session

Topic Rating
Presenter(s) Rating
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We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?

“Extra Tools & Discounts w/ Real Wealth – Thanks! Hire many of the Speakers, to help me grow my Practice now, not years away when I think I’ll may be ready. This year is a good year to hire experts & mentors.Outstanding! I love bragging about your full Team, the Annual Symposium and, of course, the FREE (1.5 Hour) Webinar each month to my NAIFA-Maryland friends.” -Michael Garrity

“Great resources! Already have taxbot, will likely add another of these services (or two.”

“Learned more about medical benefits for sole proprietors. Ha, I might hire my husband so I can get medical benefits that are deductible business expense!.” -Gail VanNest

“Lots of good stuff being thrown in in 1.5 hours…. hard to digest! I’ll follow-up with a couple of the vendors.”

“How the IRS looks at mileage. Approach biz owners about getting a biz valuation. Excellent seminar!”

“Information from Leading Advisor. Define my ‘why’ more.”

“Becoming more efficient and tools that simplify that. Time management. As always another quality webinar to kickoff 2020 with immediate actionable tools to make us better.”


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