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Upcoming Webinars

  • Contains 1 Component(s), Includes Credits Includes a Live Web Event on 06/08/2022 at 1:30 PM (EDT)

    Get best-practice insights on talent search and onboarding tactics that lead to diverse candidate slates. Hone your firm’s recruitment and retention strategies with expert guidance from our panelists.

  • Contains 1 Component(s), Includes Credits Includes a Live Web Event on 06/15/2022 at 2:00 PM (EDT)

    Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.

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