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Extend an Invitation to Your Advisor Pal!

We are pleased to invite your Financial Advisor colleague, whom you're acquainted with from another firm,  to attend our 2024 Fall Conference.
 
Your continued contribution fuels Argosy/Keybase Wealth Management's journey toward growth.

Introduction

This exclusive event promises to be a dynamic gathering of industry leaders, experts, and potential candidates like your colleague.

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The conference will provide a unique platform where Keybase Financial Group and Argosy Securities can be prominently featured as an alternative dealer, offering distinct advantages for Advisors from other institutions who are seeking growth opportunities.

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The Fall Conference isn't just about disseminating information; it's about fostering meaningful connections, nurturing talent, and shaping the future of our firm together.

Fostering Success

This event serves as an ideal setting to showcase our firm's innovative strategies, diverse offerings, and unparalleled expertise in the financial industry. By participating in the conference, attendees have the chance to learn firsthand about our firm's unique value proposition and how it can contribute to the expansion and success of their businesses. This opportunity allows us to effectively communicate its competitive edge and establish itself as a compelling choice for Advisors looking to enhance their business and achieve their growth objectives.

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Exploring Horizons

The Fall Conference offers a unique opportunity to gain insights into our firm's investment strategies, market outlook, and future endeavours. You will have the chance to engage with our executives and team members, allowing you to learn more about our culture, values, and career opportunities.

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Unlocking Opportunities

At the Fall Conference, attendees will be presented with an unparalleled opportunity to delve deeply into our firm's investment strategies, market perspectives, and forthcoming initiatives. This event isn't merely a gathering; it's an immersive experience designed to offer a comprehensive understanding of our company's ethos and trajectory.

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Engage with
Leadership

Throughout the conference, your colleague will have the privilege of interacting directly with our esteemed executives and dedicated team members. This access provides a unique platform for engaging discussions, where attendees can glean invaluable insights into our organizational culture, core values, and overarching mission. By fostering these connections, we aim to offer a holistic view of what it means to be a part of our Wealth Management family.

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Enhancing Dialogues

We believe that the expertise and experience of your colleague would greatly contribute to the discussions and interactions at our conference. Their presence will be highly valued as we aim to foster meaningful connections and showcase the exciting possibilities within our firm.

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Seamless Experience

While your colleague participates in the conference, you can rest assured that all of their expenses while at the conference, including, shared accommodation, meals, entertainment and any other associated costs, will be fully covered.

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Their focus can solely remain on engaging with the content of the conference, networking with fellow attendees, and making the most out of this valuable opportunity without worrying about financial constraints. We believe in providing a seamless and enjoyable experience for all our conference attendees, allowing them to fully immerse themselves in the event and derive maximum benefit from it.

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We look forward to welcoming your colleague to the Argosy Keybase Wealth Management Fall Conference and exploring the potential for collaborating and growing together.
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