Financial Planning and Proposal Generation Services
March 1, 2023 11:00 am - 12:00 pm
Zoom Virtual Webinar
(Pacific Time Zone) – By Invitation Only
Please join us for an overview of the aforementioned services offered by Mariner Advisor Network. Mark Harris, Wealth Advisor and Director of Strategy, will introduce both of these services and cover processes, pricing, client deliverables, etc. He will also provide insights into how advisors are using these services to grow and scale their business.