When:Event beginning on 06/18/18
Where: SGL Corporate Office
Cost: Free
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Event Summary

This Event is Designed For Advisors of all Experience Levels and Will Help you EXPLODE your AUM Business!

Experienced Advisors:

This business is constantly evolving and changing. We know you want to grow, but to do so you need innovative technology and efficiency tools. We help experienced advisors:  

  • Attain more clients with ease
  • Save more time and gain efficiency
  • Create a deep client-value proposition
  • Exponentially scale your growth
  • Maximize your client retention

New Advisors:

Want to build a thriving AUM-practice, but not sure where to start? Is your head spinning with confusion about investment management? SGL Financial makes it easy for new advisors:

  • Comprehensive new advisor training
  • Follow our ready-set-go Blueprint
  • Work closely with your personal coach
  • Advanced marketing and branding services
  • A systematic client planning process

Breakaway Advisors

Are you an advisor looking for independence and a change from the burdensome B/D world? Are you tired of low payouts, heavy compliance and bad technology? SGL can help:

  • Breakaway to freedom and independence
  • Dramatically streamline your operations
  • Increased payouts and bottom-line revenue
  • Gain complete back-office support
  • Leverage advanced technology and support
Event Date / Times
Dates Times Notes
Upcoming Times
12:00 PM to
5:00 PM
Session 1 of 2 Register
9:00 AM to
12:00 PM
Session 2 of 2
Event Host

Who Is SGL Financial?

SGL Financial is the first and only m-RIA™ firm in the industry. The ‘m’ stands for Marketing. We’re a boutique, highly-specialized, relationship-driven Registered Investment Adviser Firm, located in Buffalo Grove, IL.

The firm is led by CEO Gabriel Lewit, President Steve Lewit, COO Steve Thomas and CBDO Trent Martin, who collectively have over 64 years of business-development, marketing and operational expertise.



SGL Corporate Office

1130 W Lake Cook Road
Suite 150
Buffalo Grove, IL 60089

Get Directions

Payment / Security
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Accept Credit Cards
Support / Questions