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RiskFirst Growth Workshop

Redwood HQ | Scottsdale, AZ

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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

Michael T. Messinger

Managing Partner, Portfolio Manager

Richard M. Duff, JD

Richard M. Duff, JD

Managing Partner, Portfolio Manager

Michael T. Cheung

Michael T. Cheung

Managing Partner, Portfolio Manager

Conner R. Small

Conner R. Small

Head Advisor Analyst

  • When

  • Where

    Redwood HQ | Scottsdale, AZ

    4110 N. Scottsdale Rd. Scottsdale, AZ 85251

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