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