World class portfolios and a purpose built Light CRM can make your day-to-day much simpler. Stop dealing with an overly complicated CRM built for every business and start enjoying a product built specifically for Advisors.
With shrinking fees and margins all over the financial industry, having a plan to broaden your revenue models is vital. Vimvest for Advisors is on a path to give you more wallet-share opportunity with every client.
This special one day event with keynote speaker Kevin Harrington – original shark from Shark Tank™ – will show you new and innovative ways to leverage financial technology to accelerate the growth of your business in the digital age.
Kevin Harrington has experience growing businesses to hundreds of millions in revenue. Hear from the Original Shark on Shark Tank on how Vimvest for Advisors can help make your business more successful.
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This website is operated and maintained by Vimvest, an SEC registered investment adviser. Clearing, custody and other brokerage services are provided to clients of Vimvest by Apex Clearing Corporation (“Apex”), member FINRA/SIPC. Vimvest and Apex are not affiliated firms. Investments: not FDIC insured – No Bank Guarantee – May Lose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do not guarantee profit or protect against loss. Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security.
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