Date: Wednesday, June 21, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Atria Wealth Solutions

As financial advisors juggle a challenging variety of tasks for clients and a long list of operational tasks in 2023, they must effectively pursue business strategies like marketing, specialization, and partnerships with CPAs and attorneys. Staying attuned to the latest industry best practices while adding technology, staff and other resources to their teams can be a challenge, but one where the benefits outweigh the costs in the end.

Join this complimentary webcast  to hear from a panel of experts on the best ways you can grow your practice while meeting clients’ rapidly shifting expectations and thriving in the face of intense industry competition. Dive into innovation in the latest business-boosting techniques, tools and insights, including:

• New best practices for growing your advisory firm, adjusting to the latest regulatory pressures and adding services for clients
• The practice-management tools and techniques that make most sense for your advisory firm, and how they can complement work you are already doing
• How to bring in new clients while adding value to existing clients, and expand your centers of influence and partnerships
• And more!

Speakers: 

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Jay Coulter, CFP, CIMA | President | Resilient Advisor

Amy Parvaneh | Founder and CEO | Select Advisors Institute

Steve Sanduski, CFP | Founder | Belay Advisor

Date: Wednesday, June 21, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Atria Wealth Solutions

As financial advisors juggle a challenging variety of tasks for clients and a long list of operational tasks in 2023, they must effectively pursue business strategies like marketing, specialization, and partnerships with CPAs and attorneys. Staying attuned to the latest industry best practices while adding technology, staff and other resources to their teams can be a challenge, but one where the benefits outweigh the costs in the end.

Join this complimentary webcast  to hear from a panel of experts on the best ways you can grow your practice while meeting clients’ rapidly shifting expectations and thriving in the face of intense industry competition. Dive into innovation in the latest business-boosting techniques, tools and insights, including:

• New best practices for growing your advisory firm, adjusting to the latest regulatory pressures and adding services for clients
• The practice-management tools and techniques that make most sense for your advisory firm, and how they can complement work you are already doing
• How to bring in new clients while adding value to existing clients, and expand your centers of influence and partnerships
• And more!

Speakers: 

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Jay Coulter, CFP, CIMA | President | Resilient Advisor

Amy Parvaneh | Founder and CEO | Select Advisors Institute

Steve Sanduski, CFP | Founder | Belay Advisor