Join us at an upcoming Discovery Day

Financial advisors who are interested in finding out whether USA Financial might be a good fit are invited to spend a day with us to see firsthand the tools and systems that have been built to enhance the growth of their practice.

For qualified advisors that possess a "client first" mindset and who are committed to growing their practice the right way, we will pay for your flight and lodging costs to join us at our main offices in Grand Rapids, Michigan. There are absolutely no strings attached. This one day event will give you (and us) the opportunity to identify whether we might be able to bring value to one another.

At this event, we'll roll up the sleeves and share with you the tools and systems that have positively impacted the practices of hundreds of financial professionals over the years, 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.

If you'd like to express your interest in attending our next Trade Secrets Discovery Day, take a minute to complete the form at the top of this page and we'll put you in touch with one of our Business Development VPs.