Syracuse, NY -- (SBWIRE) -- 03/12/2014 -- Dr. Rhoades is among the most influential people in the financial services/wealth management industry today. He is the program chair of Alfred State Financial Planning Program and notes that he’d love to see investment advisor services and financial planning become a job regulated with peer evaluation. He also aims to encourage the use of the fiduciary standard to all investment and financial advice. Dr. Rhoades tries to discuss ideas that might affect the debate on how financial advisors and fiduciary standards must be regulated in his blog, The Scholarly Financial Planner.
“We are very excited that Dr. Rhoades will be joining us to share his thoughts and experience with our advisors. Dr. Rhoades is clearly one of today’s thought-leaders and we look forward to hearing his thoughts on the future of the financial services industry, especially in regards to the fiduciary standard”, exclaimed John Enright, 7 Figure Advisor’s founder. Advisors are travelling from as far away as Singapore to learn the 7 Figure Advisor System; they will be in for a real treat when Dr. Rhoades takes the stage.
The 7 Figure Advisor System is a financial advisor training program developed by advisors for advisors. The cornerstone of the program is a set of systems, processes and checklists that create a unique client experience. According to 7 Figure Advisor co-founder Michael Palumbos, “Education and experience are mandatory for all financial advisors today. Unfortunately there are few, if any, programs that are dedicated to training financial advisors on how to deliver a consistent financial planning process in such a way that it creates a unique client experience”. The 7 Figure Advisor System has taken over 12 years of testing, documenting and surveying of clients to create the program that is available today. It’s not designed to be the “Magic Marketing” solution. It’s a client-centric practice management system that should be considered by comprehensive financial advisors and planners that are tired of recreating different parts of the financial planning process.
About 7 Figure Advisor, LLC
7 Figure Advisor, LLC (http://www.7figureadvisor.com) was founded by John Enright and Michael Palumbos. The 7 Figure Advisor Summit that will be held from March 31 to April 2, 2014 will help financial advisors deliver more value, in less time and make more doing it.