| Smart Strategies To Attract New Clients
Precise client acquisition strategies are necessary in today’s ever-changing technological environment. One advisor recently landed a $70 million account by leveraging his LinkedIn community. Meanwhile another picked up a $35 million account when his home office joined him for a prospect meeting. Register for this webcast to see how you can use technology to build your client base. January 16, 2014 |
| Top Investment Opportunities For Better Balanced Portfolios
From equities to fixed income, today’s portfolio managers need to be able to distinguish between “desert island” portfolio choices that investment managers are convinced will be long-term winners and those that are merely short-term swoons adversely affecting quarterly performance. Register now and learn the right strategy for customizing a comprehensive client portfolio. January 30, 2014
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| Critical Client Communication Practices To Grow Your Business
In order to achieve financial success there must be trust between advisor and client.However, as client/advisor communication is becoming more complex due to technology and other factors, this relationship is frequently marred by suspicion and distrust. Register today and learn how to restore and strengthen the advisor-client relationship. February 13, 2014
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