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Advisor Events

Personalized Discovery Day at USA Financial

Let’s get to know each other.

If you’re interested in learning whether USA Financial is a good fit for you, join us for one of our Discovery Days. For this event, we'll cover travel and lodging expenses to host you in our main offices in Grand Rapids, Michigan. While here, you’ll experience firsthand engagement with the tools and systems we offer to help grow your practice, including:

  • How to identify the optimal business structure and setup for your practice.
  • The ins and outs of creating a diversified marketing/advertising approach.
  • How to establish a defined process for client acquisition.
  • Asset management strategies for today's stock market.
  • The importance of having an integrated compliance department.
  • The most valuable technology and systems to have in place for your practice.
  • How to plug into ongoing coaching and consulting (at no cost).
  • The team that's in place to catapult the growth of your practice.

Let us know if you’re interested in attending our next Discovery Day by filling out the contact form, and we'll be in touch soon.