In June 2010, Proactive Portfolios conducted an exclusive, tailored Adviser Briefing for the Madison Financial Group. Attended by over 50 Financial Planners, this Adviser briefing provided the Madison network with direct access to the methodology behind the construction, implementation and ongoing management of the portfolios.
Proactive Portfolios welcomes enquires from other Planning Practices and/or Dealer Groups, regarding tailored and exclusive Adviser Briefings. Please contact us directly.