This group is open to professionals who help manage other people's money (lawyers, cpa's, financial planners, financial advisers). I don't want this to be just another weekly referral group at some restaurant in town. It's ultimately a professional referral group of wealth management professionals networking on the golf course. We are open to sharing information and helping fellow members grow their practice.
If you think this referral group is of value to you then please sign up and I will let you know if there is enough interest to start the group.
New members must be approved by the Organizer
Content of this Meetup Group is only visible to members
I started the group because there wasn't any other type of group like this. I've met some great folks in the group who have become close friends and have also met some amazing business owners.
— Bill, started New York City Gay Craft Beer Lovers