Happening on Friday, November 8th
@ 12:00 PM EASTERN
PETE SECRET
CEO Spartan Advisory Partners
Presents
Discover How a 31-Year Wealth Management Veteran Has Built Systems to Recruit Over $5 Billion Annually!
Featuring Special Guest
BOB PEYREIGNE
Jefferies Global Head of Wealth Management
Are you an RIA owner looking to supercharge your growth?
Do you want our proven strategies for recruiting top talent?
Or maybe you’re just looking to scale your clientbase?
Our free masterclass is designed specifically for YOU.
Are you an RIA owner looking to supercharge your growth?
Do you want our proven strategies for recruiting top talent?
Or maybe you’re just looking to scale your client-base?
Presented By Pete Secret -
Founder and CEO of Spartan Advisory Partners
& Special Guest - Bob Peyreigne -
CEO of Jefferies Wealth Management
Pete Secret - is a 31 year Veteran who started Spartan Advisory Partners to help RIAs grow. Pete spent 18 years at Morgan Stanley and 10 years at J.P. Morgan before starting Spartan Advisory Partners. Pete will be interviewing Bob Peyreigne, Jefferies Global Head of Wealth Management.
Bob is a Naval Academy Grad who has been in the wealth business for 35+ years. With experience at UBS, Merrill Lynch, Morgan Stanley, and now being Jefferies Global Head of Wealth Management - he brings a unique perspective when it comes to strategy, & execution in the financial sector.
What You'll Learn:
Proven Recruitment Systems: Discover the systems and processes that enabled Pete Secret & Spartan Advisory Partners to build systems to recruit over $5 billion in assets annually.
Organic Growth Strategies: Bob Peyreigne will unlock the secrets to sustainable, organic growth. These strategies will help you expand your client base and increase your firm's assets under management. Bob will give you proven success stories of how the best Wealth Advisors bring in assets through strategic business development, referrals and other best practices.
Free Insider Secrets: Pete & Bob collectively have 65+ years of wealth management experience working for some of the biggest wirehouses in the business.
Roadmap to Success: Learn how to build robust recruitment and growth systems tailored to your RIAs unique needs.
SECURE YOUR SPOT BELOW
Live Masterclass Happening In
Happening on Friday, November 8th
@ 12:00 PM EASTERN
Secure Your Free Registration Before We Are At Capacity.
What You'll Learn:
Proven Recruitment Systems: Discover the systems and processes that enabled Pete Secret & Spartan Advisory Partners to build systems to recruit over $5 billion in assets annually.
Organic Growth Strategies: Bob Peyreigne will unlock the secrets to sustainable, organic growth. These strategies will help you expand your client base and increase your firm's assets under management. Bob will give you proven success stories of how the best Wealth Advisors bring in assets through strategic business development, referrals and other best practices.
Free Insider Secrets: Pete & Bob collectively have 65+ years of wealth management experience working for some of the biggest wirehouses in the business.
Roadmap to Success: Learn how to build robust recruitment and growth systems tailored to your RIAs unique needs.
SECURE YOUR SPOT BELOW
Live Masterclass Happening In
Happening on Friday, November 8th
@ 12:00 PM EASTERN
Secure Your Free Registration Before We Are At Capacity.
Don't miss out on this unique opportunity to learn from TWO of the industry's top experts.
Seats are limited, so secure your spot today!
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