How to Identify and Retain Great Local Advisors in Portugal

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USA

Tuesday, June 27th

12:00 PM CST

USA

Tuesday, June 27th

7:00 PM UTC

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USA

Tuesday, September 26th

12:00 PM CST

USA

Tuesday, September 26th

6:00 PM UTC

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If you have any questions prior to the webinar, please reach out to info@greenoceanglobal.net
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Presenter: John McNertney CFP® GFP (USA)

Chief Executive Officer at Green Ocean Global Advisors. Read More

John is an intensely creative professional who is passionate about helping others lead rewarding lives off the beaten track. He is both highly experienced, but also energetic in the application of modern financial planning principles in the service of his clientele.

John started Green Ocean Global in 2022. Previously, John worked for Merrill Lynch, TD Ameritrade, and at a few independent planning firms in the bay area. He has over 16 years of experience, as of 2023 and as of this moment, feels he "is just getting started."

Although a California native, John earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French. He also holds a CFP (Certified Financial Planner®) and GFP (Global Financial Planner) designations.

Currently, John is co-located in Lisbon, Portugal, and San Francisco CA. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.

Presenter: Ryan Ahrens

Financial Advisor at Green Ocean Global Advisors

Johnathan Rankin founded Theorem Wealth Management, a retirement focused wealth management firm, after a 12-year tenure at Merrill Lynch, where he was a First Vice President. He also held numerous leadership roles, including Resident Director, where he oversaw an office managing $9 billion in client assets. He found that he was able to deliver the most value to clients by systematically managing not only their plans and investments, but also their stress and anxiety around goals like retirement. For the past 15 years he has help clients manage every step of the retirement process.

Johnathan is a Chartered Retirement Planning Counselor℠ and a graduate of California State University, Sacramento, where he earned a degree in Economics with a focus on business management. In 2019 he was named a Forbes Best-in-State Next Generation Wealth Advisor*, an accolade that represents both quantitative and qualitative achievements in his work within the wealth services field.

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Description

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) will uncover how to identify and retain great local advisors and how they can help you.

Some of the relevant issues that will be addressed include:​
  • The Significance of Local Advisors
  • The Power of Networking
  • Leveraging Facebook Groups
  • Building Your Online Presence
  • Leveraging Existing Professionals
  • Evaluating Compatibility
  • Identifying Local Advisors
  • Engaging Local Advisors
  • Building Trust and Relationships
  • Retaining Local Advisors
  • Communication and Feedback
  • Cultural Sensitivity
  • Legal and Compliance Considerations

We hope you can join us!

Frequently Asked Questions
  • Can I ask questions?
    Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
  • Do I need to be a client of Green Ocean Global to attend?
    Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
  • What if I register but can’t make it?
    It’s all good. We will record the webinar and send the recording link.
  • Can I invite a friend?
    Certainly. Just give them this website address and ask them to register.
We hope you can join us! Registrants will be notified once the recording is available. You can find all our past webinars here.