Let’s get to know each other.
If you’re interested in learning whether USA Financial is a good fit for you, you are invited to spend a day with us to see firsthand the tools and systems that have been built to enhance the growth of your financial practice.
Our Discovery Days are for qualified advisors that possess a "client first" mindset and are committed to growing their practice the right way.
For this event, USA Financial will cover travel and lodging expenses to host you in our main offices in Grand Rapids, Michigan. This one-day event will give you (and us) the opportunity to identify whether we might be a good fit for one another.
Given that this visit is just for you (and your team if applicable), we'll create a personalized agenda to make sure we hit on the areas of greatest importance to you.
While here, we'll roll up the sleeves and share with you the tools and systems that have positively impacted the practices of hundreds of financial professionals over the years, including...
- How to identify the optimal business structure and setup for your practice.
- The ins and outs of creating a diversified marketing/advertising approach.
- How to establish a defined process for client acquisition.
- Asset management strategies for today's stock market.
- A flexible platform to help meet the needs you have today and tomorrow.
- The importance of having an integrated compliance department.
- The most valuable technology and systems to have in place for your practice.
- How to plug into ongoing coaching and consulting (at no cost).
- The team that's in place to catapult the growth of your practice.
