An Educational Webinar for RIAs & Wealth Professionals – Wednesday, July 22, 1:30-2:30 PM
More investors are purchasing physical gold and silver outside of their advisory relationship. Unfortunately, the physical precious metals market is often misunderstood and filled with confusing pricing, misleading marketing, and varying ownership structures.
This educational webinar is designed specifically for Financial Professionals who want to better understand how the physical precious metals market works so they can have more informed conversations with clients.
During this session, we’ll discuss:
• Why investors choose physical precious metals
• How the physical precious metals market works
• Common misconceptions and dealer sales tactics
• Bullion vs. collectible coins
• Direct allocation vs. other ownership methods
• Fiduciary considerations for RIAs
Whether you currently advise on precious metals or simply want to better understand questions your clients may already be asking, this webinar will provide practical, unbiased insights into an increasingly important asset class.
Who should attend?
- Registered Investment Advisors (RIAs)
- Wealth Managers
- Investment Advisors
- Financial Planners
- Chief Investment Officers
- Compliance Professionals
Presenter
Brandon Green
Director, Wealth Sales
Neptune Global Holdings
