WEBCAST

Overview

Title: Increasing Assets Under Management

Date: Tuesday, August 13, 2019

Time: 2:00 PM Eastern Daylight Time

Duration: 1 hour

Registration: $59.99 USD per attendee

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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.

Summary

The number one concern of the majority of financial advisors is increasing assets under management. There are a number of proven strategies that can enable financial advisors to significantly increase the monies entrusted to them to invest.

This webcast conducted by Russ Alan Prince, the leading authority of the private wealth industry, will explain some of the most effective and powerful ways of getting more assets from current clients as well as creating a steady stream of referrals from clients and centers of influence.

Topics to be covered include:

• Understanding the selection making process of affluent investors.
• Capturing more assets from existing clients.
• Motivating clients to provide referrals.
• Working with centers of influence to source new clients.

For financial advisors interested in meaningfully increasing their assets under management, this webinar provides key insights and actionable strategies that can translate into new and expanded business.

This program has been accepted for one CE hour toward the CIMA®/CIMC®/CPWA® designations.

Each attendee will receive a copy of:

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 archived.

Speaker

Mark Magnacca Russ Alan Prince
President
R.A Prince & Associates

Russ Alan Prince is one of the leading authorities within the private wealth industry. He regularly consults with family offices, ultra-wealthy families, and driven entrepreneurs.