You're invited to our webinar
🌎Working with International and Cross-Border Clients: The GFP Institute Master Class Program
Tuesday, Sept 29 (100 Seats)
09:00 AM PDT / 12:00 PM EDT
You are invited to attend our complimentary webinar on September 29th, where we'll review the challenges and pitfalls of working with international and cross-border clients without the appropriate education and provide an overview to the Global Financial Planning Institute's Master Class program.
This is a program designed for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the US and Americans abroad.
Host: Ashley S. Murphy
Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, Financial Planning firm based in the US, whose expat clients constitute 70% of its book.
Discover the benefits of becoming
a Global Financial Planner:
Have the skills to competently provide inbound/outbound International financial advice
Develop a niche-focused career/practice and stand out from other advisors when dealing with global clients
Work with a higher net-worth client base who have a greater need for US-specific financial solutions (e.g. access to US brokerage accounts, life insurance etc)
Higher cultural affinity with clients who share a similar background as yours
Ability to work remotely for an online firm
Ability to work remotely as an independent advisor & build a remote team
Extra-layer of protection from unusual circumstances (like the Covid-19 crisis)