Join us for lunch delivered to your door?

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Free virtual lunch and learn reveals:


How to attract high net worth clients,


Bring on new AUM in large chunks,


& get CPA’s to promote your practice to their clients every single week!


Register to attend live and discover:


How to Attract High Net Worth Clients Using an  Advanced Tax & Asset Protection Strategy - without having to be a tax expert.


How to generate new leads and cases in the first 30 days by copying and pasting one simple email.


​How to get accountants to promote your practice to their clients every week.


​How to add a new service to your practice and generate a new stream of revenue.


Fill out the form and register to attend our virtual lunch and learn training and we will even deliver lunch to your door during the event.


Make sure you enter your correct email and cell phone number so we can get you your lunch.


Register now and we will see you on the training.


Date: Tuesday, August 27th, 2024


​Time: 2-3:30PM Eastern Time


​Place: Zoom - you will get the link to attend after you register.


Register now and we will see you on the training.

Your Advisor's Edge Team