Unfortunately, this event is being rescheduled for a later date to be determined
"Build Your Business for the Future"
Jim Renitsky, CIMA®
Senior Partner
BlackRock Affinity Partners
Build your business for the future helps set a framework for advisor-led businesses to enhance future growth. This presentation focuses on strategies to strengthen your investment approach, create greater business efficiency, and establish psychological safety when communicating with clients. This framework not only helps advisors spend more time with clients, but also positions the overall business for stronger revenue generation.
Learning Objectives:
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"Becoming Your Client's Financial MD - Using Models to Leverage Expertise and Drive Growth"
Ryan Krystopowicz, CFA
Director of Client Solutions
Wisdom Tree
A study on how Models can benefit one’s practice, what the client’s think about models and how to overcome hurdles on moving your practice to models.
Learning objectives:
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