Information
for Professional Advisors
We
help wealth advisors to understand, explain and implement strategies
that help clients in today's market. No one professional can be expected
to know everything related to the law, tax, finance, banking, insurance,
investments. Together, however, we can work collaboratively to best serve the
needs of our clients. We are dedicated to serving the needs of our
professional community and in serving those needs, we prove our value as a
trusted member of the advisor team.
Educational
Opportunities
Bay
Laurel Law Group, LLP, in conjunction with the Southern California Institute,
and our independent collaborative advisors, offers a variety of educational
programs for advisors active in finance, insurance, tax, law or other wealth
strategies applications.
These
programs include:
We
also custom-design and implement Practice
Developer Programs for independent firms to help their advisor teams to
understand and implement wealth strategies so that they can attract new
clients, re-approach missed prospects, engage current clients with additional
planning opportunities and to increase collaborative opportunities.
Please
contact us at 650.525.0234 to learn more about our professional education offerings and
to set up a time to talk about how we can help you and your firm.
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