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| | | Webinar Spotlight The latest financial webinars built for wealth professionals and RIAs. |
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Go for Marketing Gold: Your Roadmap to Wow'ing Clients
Wednesday, July 17, 2024 | 2:00 PM ET • 60min
Elevate your marketing game with winning strategies and insider tips, discover how to attract prospects, wow clients, and streamline your efforts with AI—register now to go for gold! | | Register | | Sponsored by FMG |
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The Role of Fossil Fuel and Nuclear in the Clean Energy Transition
Thursday, July 18, 2024 2024 | 4:00 PM ET • 60min
Discover how fossil fuels and nuclear energy will shape the clean energy transition. Learn about key investment opportunities in this evolving landscape. | | Register | | Sponsored by Range Fund Holdings |
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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 |
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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 |
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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 |
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