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