Private Ocean Wealth Management's Greg Friedman and Cynthia Greenfield discuss their most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.
Bogart Wealth CEO James Bogart explains how his firm nearly doubled its AUM since the start of the pandemic by hosting online educational webinars for clients.
Allianz Life's Heather Kelly discusses the Conversations That Matter Project, client and advisor relationships and communications, how the pandemic and technology has changed how advisors work and the language that best resonates with clients during turbulent times.
Join us on Wednesday, Sept. 29th to hear how advisors can build an efficient, data-driven business through workflows, customized dashboards, and seamless integrations.
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