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A Case Study On How One Advisor Has Structured His Business For The Future

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 Tuesday, April 28 | 12:00 noon

Roey Diefendorf’s shares his personal story of a 45 year journey as an advisor. He will be addressing:

a) Transformation: From Insurance sales to "total” wealth advisory.
b) Independence: Is the juice worth the squeeze?.
c) Monopoly: Are Park Place & Broadway all you need?
d) The Cofan Indians of the Amazon: Ownership is a Myth.
e) From Success to Significance: The Radical Redirection.
f) Sustainability 2075: Short term benefits vs. the long term consequences
g) All Roads Lead to SD: Argonne Trust Company.
h) Eating Your Own Cooking: 3 Dimensional Wealth.
i) The Family Achievement Register: Rebalancing your life accounts.
j) Emily’s Shoes: Walking into the world of philanthropy.
k) Surrender: From Ownership to Stewardship.
l) S3: The Shadow Stock Succession Plan.
m) "Dr. Frankenstein I Presume?”: Preventing your creation from killing you.
n) Retirement? How Roey plans on playing the last quarter of the game.

This is designed to be a "tell all,” "no holds barred,” open book expose that will give you the story of how this advisor is leading the 3 Dimensional Wealth life – thus far.

Monroe "Roey" M. Diefendorf, Jr. 3 Dimensional Wealth Advisory, LLC
A 45 year veteran, Roey is also the 4th generation of his family in the business and is currently the CEO of 3 Dimensional Wealth Advisory, LLC. After many years of insurance and investment sales, Roey turned his focus on the "3 Dimensional Wealth” of his clients. He has written several books, including his latest, "A Better Way: Using Purposeful Trusts To Preserve Values & Valuables In Perpetuity.” Roey has spoken at many venues on wealth management and philanthropy, including the Main Platform at the Million Dollar Round Table. He has won numerous awards including: The Fleet Bank Small Business Award for Substantial Revenue Growth, the Ernst & Young Entrepreneur of the Year, the NY Enterprise Small Business Award for Leadership, the LI Business News "50 Around 50” Award for Philanthropy, and the Gartner & 1 to1 Media CRM Excellence Award in Efficiency for North, Central and South Americas. Roey is willing to spill his guts and reveal what’s in his special sauce. You will learn not only "what time it is” but "how to make the watch.”

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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