Using Credit to Increase AUM, Grow Your Clients’ Net Worth and Acquire New Relationships – UPTIQ – 1.24.24

Summary:

On Demand Soon

During this webinar, attendees will learn how to position financing as an alternative to asset liquidation and provide liquidity to their clients without disrupting the client’s investment strategy or reducing advisor’s assets under management.

Attendees will learn how thinking like a CFO and strategically using credit can grow your client’s net worth. During this webinar, Denver McClure, Investment Advisor at Nashional Investments will talk about how his firm is using credit to acquire new clients and drive new business throughout their enterprise.

And finally, attendees will learn how the UPTIQ platform makes it easy for financial advisors to position tailored credit solutions to their clients. With UPTIQ, advisors don’t need to be lending experts to finance their clients’ liquidity needs; UPTIQ instantly matches clients to the right lenders and facilitates loan fulfillment with a click. Liquidating assets costs your clients three (3) times more than financing the same liquidity need.

This webinar will show you how to strategically use credit to help your clients achieve their full financial potential.

Speakers:

From ING and Merrill Lynch to founding his own companies and serving as Head of Wealth – Data & Analytics at Envestnet, Todd Buck has been an all-star in Financial Services, FinTech, and Wealth Management SaaS, selling innovative solutions to high-value enterprise/RIA clients around the world. His successes have included building and maintaining a recurring client revenue base from the ground up—all the way up from zero to eight figures with almost no attrition. He’s also established as an industry SME having made numerous speaking appearances at important industry events for the Money Management Institute and the Asset Manager Forum. Earlier in his career, Todd was the Founder of two specialized data and analytics service providers, Wheelhouse Analytics and Coates Analytics, both of which he built up from scratch to eight figures in value. In both he was accountable for all aspects of Sales and Client Service for customers including 75 top-tier Asset Management firms and national broker dealers. Prior to Coates Analytics, he served as Vice President, Managed Solutions for Merrill Lynch, where he spearheaded all Separate Account sales in the New York City region. Prior to that, he was a Divisional Sales Manager for Strong Capital Management, where he was responsible for all Eastern U.S. sales in the broker dealer channel. Todd holds a B.A. in Business Administration from Rowan University, a Certified Investment Management Analyst certification, and an RIA license. He currently resides in Margate City, NJ with his wonderful wife Monique and their handsome young son Nathan.

Denver McClure is a Marine Corps Veteran, Real Estate Investor, Managing Partner of Fiduciary Financing, and Investment Advisor at Nashional Investments. Denver served as an Artillery Chief for 8 years in the Marines, followed by 5 years as a Sr. PM for Amazon. Through his rental real estate portfolio, Denver retired early in 2021 and became an Advisor to help others achieve financial freedom through investing. Denver alongside Jeff founded Fiduciary Financing in 2023.

Jared is a seasoned relationship manager and business development executive in the wealth management space. Through his experience working with advisors at Lincoln Financial Group, then launching a new data & analytics solution for RIAs at Envestnet, Jared has developed a passion for helping financial professionals grow their practice and deliver holistic financial advice. Outside of work, Jared is an avid skier and a resilient golfer. He loves to travel internationally and explore Philadelphia’s vibrant food scene.

Jeff Nash has over 20 years of combined experience in financial services and taxation. His experience covers tax planning and preparation, traditional and alternative investments, insurance and annuities, commodity futures and options, and lending. He is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ Professional.