UP NEXT: As we transition into a new chapter in the pandemic era, @pnesvold will level-set the state of the indust… https://t.co/JtFPCCZMVS
UP NEXT: @SteveSanduski @jlittlechild and @redefine_wealth discuss how to deliver value to clients that goes beyo… https://t.co/tSEvTXdnWH
DID YOU KNOW: ~60% of #RIAs are led by their founders, and about a quarter of them have non-founding shareholders.… https://t.co/YwxfUZ5Lsz
UP NEXT: Brooks Hamner and Zach Milam from @MercerCapital lead a Q&A session covering your questions related to cre… https://t.co/aRDnHu7tdY
Has your #RIA adapted to the New Skool #marking mindset? Catch @megan_ficomm's presentation RIGHT NOW at… https://t.co/pecfHR5MdH
UP NEXT: @megan_ficomm will demonstrate how the New Skool mindset of leading with authenticity, targeting your focu… https://t.co/dEt4QGy7fb
How do you create a collaborative work environment in an industry that grew out of the BD model, where each advisor… https://t.co/1eFvUy7nPF
And that's a wrap of day one of our conference. Make sure to join us tomorrow for more insightful sessions!… https://t.co/fXl3NgAcpZ
UP NEXT: From the 4 must-have tech tools, to common workflows that are key to efficient growth, Kristen (@RIAOasis)… https://t.co/57RRcXHHuZ
Catch @mattsonnen_pfi's live edition of #TheCOORoundtable podcast with @dollarsanddata of @RitholtzWealth and Kara… https://t.co/sG0mvYkfha