Webcast: AUM Growth Ideas For Financial Advisors
Wednesday, October, 30th, 2pm ET
This session will cover:
RIA Growth Benchmarks & Industry challenges
Proven Client acquisition strategies
Tips for building strong relationships and keeping your clients happy and loyal
How to use technology to make your sales and marketing efforts more efficient
Speakers:
Michelle Wright, Head Of Advisor Relations, Aspen
Bradley Smith, Co-Founder, Head Of Fulfillment, Aspen
Ted Middleton, Co-Founder, Head Of Customer Success, Product, Aspen