Grade Your Advisor Presentation Video, Guide & Checklist

AN AVALON PRESENTATION

Grade Your Advisor

And Why Most Deserve an "F"

If you've been disappointed with your advisor's performance or your quarterly returns, it's time to uncover the truth.

Your advisor may deserve an "F".

Sign up now to learn this simple test you can give your advisor. If they can’t answer these five fundamental questions, it's a clear sign that they may not have the skills necessary to manage your accounts or prioritize your best interests.

You’ll also receive a comprehensive report titled How To Find The Best Financial Advisor For You, along with a bonus Grade Your Advisor Checklist after the video presentation – all for free.

Presentation Registration

Submit the following investor questionnaire to register for the presentation. (* indicates required)

* What is the size of your investment portfolio?

Under $200,000
$200,000 – $1,000,000
$1,000,000 or more

* How do you currently manage your portfolio?

I manage my portfolio myself
I work closely with an advisor
I let my advisor handle everything

* Would you like to hear more about Avalon and its services?

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I agree and understand that registering for this event does not make Avalon my Investment Advisor, that the materials presented are for educational purposes only, and that no money will be exchanged in order to view this content. I also agree and understand that Avalon is a completely separate company and industry from True Market Insiders (TMI). Each firm can only answer questions pertaining to its own services. By entering my email address and registering for this event, I am expressly consenting to receive email communications from Avalon ADAPT. *

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