Chalice Financial Network The Holy Grail for Wealth Advisors

chalice

Sponsored By

Presented By

Featuring

Derek Bruton

President,
Chalice Financial Network

Keith Gregg

Founder and CEO,
Chalice Financial Network

Christopher Giles

Chief Information Officer,
Chalice Financial Network

Learn How You Can Take Advantage of Benefits only Available to Billion Dollar Advisory Businesses

The Chalice Financial Network CommUnity Tour, that ran from February 21 through March 28, showed financial advisors how they can take advantage of benefits only available to billion dollar advisory businesses via its digital marketplace, Chalice Advisor Exchange. The roadshow event was designed specifically for small to mid-size business owners of wealth management firms, or those thinking of breaking away from a wirehouse, and focused on assisting independent advisors in all stages of growing their business.
Benefits Include:
  • Up to 30% Savings on Group Health Insurance
  • Complimentary membership with Succession Link ($850 value)
  • Free 401k Plan for You and Your Employees
  • Up to 50% off Orion’s Industry-Leading Technology
  • Complimentary Website Setup ($6000 Value)
  • Up to 55% off Office Depot Supplies
  • Access to Growth & Acquisition Capital
  • …And so much more!
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