Broker Check
21 Feb
AUM Growth Workshop For RIAs & IBDs

Description

Join one of the industry's top voices, Founder & CIO, Ivan Illán, for an in-depth discussion on FA best practices for asset gathering, including: (1) industry surveys on what retail clients really want from their FA; (2) winning allocation from DIY clients; and (3) offering definable trustworthiness.

RSVP today to save your seat.

Date and Time

Wed, Feb 21, 2024

1:30p - 2:00p PST

Location

AWAIM HQ

PT30M

Event Registration