Our Invitation to Trusted Advisors
Dear Trusted Advisor:
As a Trusted Advisor, CFP, or CPA your clientèle consists of many clients who are qualified accredited investors. Many of these same clients probably ask you for investment advice which can create that risky “Catch-22” situation. The investment doesn’t work out - you gave bad advice. The investment pans out but you advised against investing - you gave bad advice. However there is a way to assist your clients in their pursuit of new investment opportunities and still provide the professional advice they expect from you without creating risk…
Tell your accredited investor clients of the upcoming Angel Capital Summit on November 13, 2007.
The Angel Capital Summit (www.AngelCapitalSummit.org) is a uniquely different and innovative summit bringing together angel and accredited investors and entrepreneurs whose business concepts have been benchmarked against success-failure metrics of other companies. Only those who pass the Benchmark Survey requirements along with other criteria will be allowed to present to investors.
Additionally, the Summit is providing a unique Buddy Program where Accredited Investors will learn how to invest right along side Angel Investors, and in some cases, partner with an Angel Investor. The Buddy program promises to develop new relationships for accredited investors and open doors for your clients that did not previously exist.
If you would like to invite your accredited investor clients to this exciting event you can 1) inform them about the event and website (AngelCapitalSummit.org) and let them register directly from our website, or 2) click on “Contact Us” right now on this website and enter the name and address of your client and ACS will mail a personal invitation to them from our office.
As their trusted advisor you will be providing your clients with the information and the opportunity to participate in an investor platform that has never been made available to accredited investors before.
Please click on Register to sign up for this event today.
