If you are an Investment Advisor:
- Qualify: Your first step is to qualify for an invitation. Since participation is strictly limited, we will ask you for detailed information about your organization. To submit the qualification form, please click the “register” button below, and complete the short questionnaire. One of our representatives will follow-up to complete the process.
- Complete Profile: Following the submission, you will complete your company profile including adding a 200-300 word firm description, a high resolution (jpeg) company logo and profile picture. This is the information that will be put into attendee guide materials (we will exclude your cell phone #).
- Submit Travel Preferences: You will be provided a travel link which will need to be filled out so we can book your airfare (if required) and hotel accommodations.
- Schedule Meetings: Approximately four weeks prior to the event you will begin booking your appointments with your preferred Fund Managers. Your meeting schedule will be provided when you arrive at the event.
If you are a Fund Manager:
- Qualify: Your first step is to register. We will analyze your product mix to reduce competition with existing committed fund managers . To submit your information please click the “Register” button below.
- Complete Profile: Once registered, you will receive an an email with log-in access to complete your registration. You will complete your profile with a 200-300 word company description, a high resolution (jpeg) company logo and headshot. Each attendee from your firm will need to complete his or her own personal profile info with headshot. The company information only needs to be input once. This is the information that will be put into the attendee guide materials.
- Accept Invoice: You will receive an invoice to submit payment.
- Schedule Meetings: Approximately two weeks prior to the event, you will begin booking your appointments with your preferred Wealth Advisors. Your meeting schedule will be provided when you arrive at the event.
If you have any questions please contact Global Trend Events at 888-556-3226, or email@example.com