All attendees will receive a complimentary copy of the book,
"Your $5 Million High-Net-Worth Practice: Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond"
(Valued at $250)
A 3-hour live online education program where we will explain the powerful processes you need to master to build a $5 million practice. We will also address the different business models available to you.
Russ and Anthony will work with you individually in this 90 minute online session to apply the processes and methods addressed in Session 1. This session is customized to what you want to focus on.
Our Featured Speakers
Russ Alan Prince, a Visiting Scholar at the Forbes School of Business and Technology, is one of the leading authorities in the private wealth industry. He regularly consults with the Super Rich, family offices and select fast-tracking entrepreneurs, and is often engaged by wealthy family members and successful entrepreneurs for personal wealth creation coaching. He has authored or co-authored more than 60 books, including Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs (available on Amazon).
Russ Alan Prince
President @R.A. Prince & Associates
Anthony Glomski is the founder of AG Asset Advisory, an SEC-registered Family Office. His team works extensively with entrepreneurs to build family offices and optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals. Anthony began his career at KPMG and has been featured in Forbes, US News, and several other media outlets.
Anthony Glomski
Founder @AG Asset Advisory
All attendees will receive a complimentary copy of the book,
"Your $5 Million High-Net-Worth Practice: Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond"
(Valued at $250)
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