2017 july knowledge group brian buss webinar financial damages
LPLFOCUS14_Multi
1. Bag Tag Front (100%) Bag Tag Back (100%) Speaker poster (25%)
invesco.com/us LPLFOCUS14-PST-2 07/14 Invesco Distributors, Inc.
Breakout Session
LPL topic code SP-4
Brett Van Bortel
Tuesday, August 12
1:15 p.m. – 2:05 p.m.
Room: Neighborhood Theater #5
Overview
It’s likely every financial advisor in the country would
like to work with fewer but wealthier clients. The
question is “how?” The only accurate and reliable
way to answer that question is to study the behavior
of those who have done it. And that’s exactly what
Invesco Consulting, in partnership with Prince and
Associates, has done. Research shows that there are
1,200 financial advisors in the U.S. that have made
over $1 million (net) per year for three consecutive
years.1
The vast majority of these financial advisors
reached this exclusive club by building strategic
relationships for a steady stream of affluent referrals.
RainMaker peels back the curtain on the process
used by the Elite 1,200 to forge these partnerships
and build their businesses.
Skills Developed from the Presentation
• Learn how the Elite 1,200 have forged
partnerships with accountants and attorneys.
• Learn the five strategic shifts to help build
partnerships and potentially attain
high net-worth referrals.
• Discover how to build the Economic Glue
that may bind these partnerships.
• Receive the “Implementation
Roadmap” to help you get started
immediately.
1 Prince & Associates 2003 — USED WITH PERMISSION
Brett Van Bortel
Executive Director
Invesco Consulting
Invesco Presents
Rainmaker
Building Strategic Relationships for a
Pipeline of New Affluent Clients
Mailing Label (100%)
Speaker Wrapper (50%)
PO Box 4333
Houston, Texas 77210
An
Alternative
Future Invesco is a proud
LPL Financial
FundsPLUS sponsor.
Consider the
alternatives.
Invesco has.
Speak with us to
learn more at
800 337 4246.
2. Speaker poster (25%)
invesco.com/us LPLFOCUS14-PST-1 07/14 Invesco Distributors, Inc.
Richard Golod
Director of Global
Investment Strategies
Invesco Presents
Global Investment Outlook
Life Before and After QE
Breakout Session
LPL topic code SP-97
Richard Golod
Monday, August 11
2:20 p.m. – 3:10 p.m.
Room: 30E
Overview
Beginning in late 2008, the Federal Reserve (Fed)
launched its first round of quantitative easing, or QE,
to stimulate the recession-plagued economy. A
second round, QE2, followed in late 2010, with QE3
starting in the fall of 2012. In May 2013, former Fed
Chairman Ben Bernanke ignited “tapering” turmoil in
the markets, although the reduction in QE bond
buying didn’t actually begin until January 2014.
In this Global Investment Outlook, Richard Golod offers
an insightful overview of “Life Before and After QE.”
He looks at the impact of QE on gross domestic product
growth, equity prices and asset class outperformance.
He also assesses impacts and opportunities in the US,
Europe, Japan and emerging markets.
Game Invitation (75%)
Flashlight Wrapper (75%)
Please join Invesco as the
San Diego Padres
take on the
Colorado Rockies.
Monday, August 11, 2014 at 7:10 p.m.
Padres Picnic Terraces
Petco Park, 100 Park Blvd.
San Diego, CA
Collect your Padres tickets at the Invesco booth, located in the LaJolla
neighborhood, booth #312, before 1:00 p.m. Monday August 11.
For more information, call 800 337 4246 or visit Invesco’s booth.
Invesco is a proud LPL Financial FundsPlus sponsor.
You’re Invited
Consider the
alternatives.
Invesco has.
An
Alternative
Future.
Contact us at
800 337 4246.
3. Combined poster (25%)
invesco.com/us LPLFOCUS14-PST-3 07/14 Invesco Distributors, Inc.
Global Investment Outlook
Life Before and After QE
Monday, August 11
2:20 p.m. – 3:10 p.m.
Room: 30E
Richard Golod
Director of Global
Investment Strategies
Rainmaker
Building Strategic Relationships for a
Pipeline of New Affluent Clients
Tuesday, August 12
1:15 p.m. – 2:05 p.m.
Room: Neighborhood Theater #5Brett Van Bortel
Executive Director
Invesco Consulting
Invesco Presents
Two Speaking Events
Breakout sessions
Mailer Card Front/Back (100%)
FOR US INSTITUTIONAL INVESTOR USE ONLY —
NOT FOR USE WITH THE PUBLIC
LPLFOCUS14-CRD-1 07/14
Invesco Distributors, Inc. 8113
Consider the alternatives.
Stop by the Invesco booth during focus14 to enter to win one of 10 daily drawings
and hear more about how Invesco sees an alternative future.
Fill out this card and bring it by the booth, located in the LaJolla neighborhood,
booth #312, for your chance to win. Drawings will be held August 11–13.
Name:
Address:
City:
State: Zip code:
Email:
Cell phone:
Club level:
Consider the alternatives.
Invesco has.
Invesco is a proud LPL Financial
FundsPLUS sponsor.
11 Greenway Plaza, Suite 1000
Houston, TX 77046-1188