Listen in as Snowden Lane's conflict-free investment platform allures advisors with unique compensation structures and sophisticated client opportunities for mutual growth.
| Molly Benard CEO, Connectus Wealth Advisers |
| | David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, and Molly Bennard, the CEO of Connectus Wealth Advisers, talk about how organic growth can be more important than growth via acquisition and how the firm’s home-grown technology called MyConnectus, lets advisors and clients work together in a shared but unique side of the platform portal. |
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| David and Alison discuss how Snowden Lane’s investment platform lures advisors with sophisticated clients, replicating wirehouse offerings without conflicts, and their unique compensation structure allowing each team to participate in their own P&L as well as benefit from broader firm equity. |
| | Alison Burkett Head of Enterprise Development, Snowden Lane Partners |
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