Don't Miss Out on Our CE Webinars! Access 3 New CE Credit Opportunities Now!
| | | Webinar Spotlight The latest financial webinars built for wealth professionals and RIAs. |
|
|
|
Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs
Monday, July 22, 2024 | 2:00 PM ET • 60min
Learn how top buy-side CTOs navigate evolving tech challenges, enhance cybersecurity, leverage AI, and boost operational efficiency in wealth management. | | Register | | Sponsored by Salesforce & Box |
|
|
|
Navigating Fixed Income in a Dynamic Market: Insights and Strategies for Q3 2024
Wednesday, July 24, 2024 | 2:00 PM ET • 60min
Explore fixed income strategies and bond opportunities for 2024 with insights from industry leaders on managing risks and aligning investments with client goals. | | Register | | Sponsored by TIFIN AMP |
|
|
|
Boost Client Acquisition and Retention: Leveraging CRM for Growth
Thursday, July 25, 2024 | 2:00 PM ET • 60min
Boost client acquisition and retention by leveraging CRM for growth and discover how to connect with tech-savvy clients for sustainable practice success. | | Register | | Sponsored by SS&C Black Diamond |
|
|
|
| Not able to attend the live webinars? Archived versions of webinars 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. |
|
|
|
|
