Chalice Financial Network The Holy Grail for Wealth Advisors

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Santa Monica | Casa Del Mar
February 21 | 5:30pm
1910 Ocean Way
Santa Monica, CA 90405
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Phoenix | Found:RE Hotel
February 28 | 5:30pm
1100 N Central Ave
Phoenix, AZ 85003
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Dallas | The Adolphus
March 14 | 5:30pm
1321 Commerce Street
Dallas, Texas 75202
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Atlanta | Merces-Benz Stadium
March 21 | 5:30pm
1 AMB Drive NW
Atlanta, GA 30313
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New York | Chelsea Piers
March 28 | 5:30pm
62 Chelsea Piers
New York, NY 10011

Register for the Chalice CommUnity Tour

Learn the 3 Things You Can Do to Greatly Improve the Bottom Line of Your Advisory Business.

FA Magazine and FintekNews are proud to present you with the Chalice CommUNITY Tour. This event is designed specifically for small to mid-size business owners of wealth management firms or those thinking of breaking away from a wirehouse.

Are you asking yourself these questions?
How do I add more new clients?
Where do I start with my business acquisition strategy?
Am I overpaying for key products and services?
Attendance is complimentary, but limited, so please secure your spot today.
Cindy Taylor

Co-Host

Keith Gregg

Co-Host

Join Us and Discover:
  1. How to supercharge your client acquisition through digital marketing
  1. How to put yourself in the best position to find and finance a business acquisition
  1. How to cut your business costs and enhance your bottom line as a member of the Chalice Financial Network
  • …And so much more!
Discussions will Include:
  • Creating a complimentary, customized website specifically designed to generate business leads
  • Leveraging the industry’s largest digital marketplace for buyers and sellers, and the ideal solution for acquisition capital
  • Accessing THE marketplace for deeply-discounted services like comprehensive group health insurance and leading technology solutions, such as Orion, RedTail, and Riskalyze
  • WHAT IT WON’T INCLUDE: A sales pitch to join an RIA or a Broker/Dealer

Complimentary Admission • Networking • Drinks • Hors d’oeuvres

Join industry experts and a panel of professionals
to learn how to improve the bottom line of your business!

Cindy Taylor

Cindy Taylor

Founder & Publisher of FintekNews

Co-Host

Keith Gregg

Keith Gregg

Chairman and CEO, Chalice Financial Network

Co-Host

Christopher Giles

Christopher Giles

Chief Information Officer, Chalice Financial Network

Nick Gudz

Nick Gudz

Co-Founder, Succession Link

Derek Bruton

Derek Bruton

President, Chalice Financial Network