WEBCAST

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

2:00PM - 3:30PM ET

Presenter

Russ Alan Prince President, R.A. Prince and Associates, Inc.; Executive Editor, Private Wealth magazine

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 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

Registration: $49.99

This webcast will not be recorded.

Produced by