Jeff Briskin, financial marketing consultant and former Fidelity Investments and Bank of America marketing executive James Dean, Vice President of Sales at WealthEngine
Join us for a free webinar where we'll discuss strategies to grow your business.
Former Fidelity Investments and Bank of America marketing executive, Jeff Briskin, and head of WealthEngine's financial services business, James Dean, will team up to review trend data on the advisory landscape from a number of industry studies and explore how advisors can leverage wealth and demographic data to engage with their clients and prospects on multiple levels.
Learn How To:
- Leverage wealth and demographic data to identify and attract more high net worth clients
- Increase your productivity through effective high net worth "inner circles"
- Tap into the potential hidden wealth of some of your current clients
Find out how others are finding sales success.
Register today for the webinar and download our recently released white paper, Building Your Business Effectively & Efficiently.
Time: 1:00 pm EDT