Tools leading advisors use to tap into new markets

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Top Strategies to Accelerate Growth in 2022

November 15th CE Digital Forum | 3:00 – 3:50 pm ET

A live, interactive session paneled by senior executives at this year’s award-winning firms

Despite excellent top line revenues across the wealth management space these past few years, without the tailwinds of market gains the truth is many advisory firms are not growing at rates they previously were. This has left many firms looking for new ways to turbo-charge their marketing strategies to regain momentum.

Join our panel of marketing and practice management experts as they reveal the top methods and approaches successful advisors are using to accelerate growth, tap into new markets, leverage modern digital strategies, pursue advisor recruiting and deploy the latest marketing automation technologies. Register

Moderator

Niharika Shah
CEO
Clout, a TIFIN Company

Panelist

Shannon Spotswood
President
RFG Advisory

Panelist

Nolan Baker
Founding Member and Managing Partner
PEAK Reps

Panelist

Carolyn Armitage
Head of Thrivent Advisor Network
Thrivent

Top Strategies to Accelerate Growth in 2022

Monday, November 15th | Start time: 3:00 pm EDT | 12:00 pm PDT

Continuing Education Credits: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP®
CE Credits have been applied for and are pending approval.

Not able to attend the live event?
Archived versions of Digital Forums from WealthManagement.com are available for viewing on demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.

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