Cultivating Financial Advisors With Business Development Solutions
How Mutual Fund Companies, ETF Companies, Broker-Dealers, Custodians, Acquirers And Alternative Investment Funds Can Build A Highly Effective Army Of Financial Advisors.
Thank you for your registering for Cultivating Financial Advisors With Business Development Solutions Please click the button below to purchase your access to this webinar. Upon confirmation of your payment you will receive directions of how to log in to the event.
Any questions regarding this event please contact Linda Mantello (732) 450-8866 ext. 36 [email protected]
Note: This paid registration will admit ONE PERSON only. Any others logging in using that link will cause all parties to be removed from the event. No refund will be given if this should occur.
March 21, 2017
2:00PM - 3:30PM ET
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Motivated and capable financial advisors are critical to their success of a variety of financial services providers. Whether the financial advisors are using their investment products in the portfolios they construct for investors or using a particular custodian or broker-dealer, without a solid relationship with advisors, these firms will be unproductive and progressively likely to falter.
While there is a difference in quality among the offerings of various financial services providers, generally speaking, their products are commoditized, so they need to win over financial advisors. When a firm provides powerful business development solutions to financial advisors, advisors are inclined to use these services and products.
This webcast, conducted by Russ Alan Prince, will provide you with some of the latest research on financial advisors, addressing how they select product and platform providers. He will also detail the business development solutions that are in great demand by financial advisors. Critically, Russ will detail the ways firms can provide these solutions to win the allegiance of financial advisors.
Each paid attendee will receive a copy of,
• The Whole Client Model: Being Client Centered + Significant Business Success
• Street-Smart Networking: How Financial and Legal Professionals Can Cultivate Centers of Influence for a Flood of New Affluent Clients
This webcast will not be recorded.
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