About Event
Growth-minded advisors – learn how RiskFirst adopters average an AUM growth of 28%*, compared to the 8% industry average.
Redwood will host qualified advisors in Scottsdale to evaluate our turnkey approach to enhance client satisfaction and accelerate growth.
We cover every step in your growth journey, from introduction to implementation, including transition support services, tools, and best practices. The RiskFirst process redefines the client conversation around real, achievable investment expectations. Because when clients are aligned with their investment goals, it doesn’t build just credibility and trust – it builds your business.
Talk to an Advisor Analyst and reserve your spot today!
Speakers
Michael T. Messinger
Managing Partner, Portfolio Manager
Richard M. Duff, JD
Managing Partner, Portfolio Manager
Michael T. Cheung
Managing Partner, Portfolio Manager
Conner R. Small
Head Advisor Analyst
