AWM Advisor
  • Technology
  • Services
  • About
  • Contact
  • Advisor Portal
Picture
Our Solutions

New Client Generation....

Boomer Retirement Workshops

$11.7 Trillion in Baby Boomer retirement money is at play NOW! 
 
Our turnkey marketing & sales system helping producers and advisors capture their share of this massive opportunity. 
 
Qualifying advisors host educational workshops at community colleges and libraries with a curriculum focusing on issues affecting retirees most, such as Social Security benefits, income, taxes, risk & fees and long term care. 
 
Four Essentials To Successful Boomer Marketing
  1. Proven method to consistent new client generation
  2. Compelling message
  3. Team of experts supporting your business
  4. Partners willing to invest in your success
Picture
Picture

Retirement & Income Radio

Get your message out to thousands of retirees every week! 
 
Retirement & Income Radio is a turnkey program for producers and advisors to generate new clients and build a strong identity in their market.
 
All radio content is prerecorded and proven to generate results. 
 
How quickly can you build your practice with an additional 20
(or more!) qualified leads every month and the perception of being THE go to resource in your community?
At Aegis Wealth Management, we take a consultative approach to working with our clients. At the end of the day, we succeed when you succeed. We are happy to assist you and your staff through the process, providing support at every step of the way and helping you grow your entire business.​
SCHEDULE A DEMO
© 2020 Aegis Wealth Management, Inc.
​
For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Aegis Wealth management, Inc., and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
All offers, promotions, and programs are conditional and only available to advisors in good standing. Advisory services are offered through Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. 
​

Aegis Wealth Management Form ADV Part 2A
[email protected]

​833.483.8383

317 State Street
Guthrie Center, IA 50115
  • Technology
  • Services
  • About
  • Contact
  • Advisor Portal
Picture
Our Solutions

New Client Generation....

Boomer Retirement Workshops

$11.7 Trillion in Baby Boomer retirement money is at play NOW! 
 
Our turnkey marketing & sales system helping producers and advisors capture their share of this massive opportunity. 
 
Qualifying advisors host educational workshops at community colleges and libraries with a curriculum focusing on issues affecting retirees most, such as Social Security benefits, income, taxes, risk & fees and long term care. 
 
Four Essentials To Successful Boomer Marketing
  1. Proven method to consistent new client generation
  2. Compelling message
  3. Team of experts supporting your business
  4. Partners willing to invest in your success
Picture
Picture

Retirement & Income Radio

Get your message out to thousands of retirees every week! 
 
Retirement & Income Radio is a turnkey program for producers and advisors to generate new clients and build a strong identity in their market.
 
All radio content is prerecorded and proven to generate results. 
 
How quickly can you build your practice with an additional 20
(or more!) qualified leads every month and the perception of being THE go to resource in your community?
At Aegis Wealth Management, we take a consultative approach to working with our clients. At the end of the day, we succeed when you succeed. We are happy to assist you and your staff through the process, providing support at every step of the way and helping you grow your entire business.​
SCHEDULE A DEMO