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Vimvest for Advisors logo - Beat the FIrms at their own game.

Will the $68 Trillion Generational Wealth Transfer Make or Break Your Business?

These special educational events, featuring industry veterans Stephen McLeod and Don Holt, will show you new and innovative ways to leverage financial technology to differentiate yourself from the crowd and accelerate the growth of your business in the digital age.

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Kevin Harrington - Vimvest for Advisors
Meet the Speakers

Gain an advantage by learning from speakers who know how the big firms work.

Stephen McLeod of Vimvest for Advisors
Stephen McLeod
National Sales Director
Don Holt of Vimvest for Advisors
Don Holt
Regional Sales Director
Understanding the future

The next 25 years of wealth transfer will impact advisors more than you might think

How many of your clients are boomers? How many are at the later stage or at least half-way between the ages of 55-75? How many of you are confident that you will retain their children and their assets as clients? Learn the predicted landscape of the next major generation wealth transfer.
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Vimvest for Advisors CRM and client app.
Prepare for the future

See how fintech can help you stand apart and prepare for the future.

This wealth transfer means catering to a new clientele base. Ensure that you are equipped to handle and stay relevant to your customers over the next 25 years. Learn what tools and tactics that can help ensure you are ready for tomorrow.
Get a Demo
Vimvest for Advisors CRM

Discover how we can help your business in our virtual seminar.

Virtual – May 19, 2021
Virtual – June 2, 2021
Virtual – June 16, 2021
Virtual – June 30, 2021
Reserve a Spot

Sign up to attend one of our educational events. We'll make it worth your time.

Thank you! We will be in touch soon to give you more information.
Vimvest for Advisors logo - Beat the FIrms at their own game.
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