Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management

You run an established and successful advisory firm with a compelling value proposition for today’s high net worth investor. But what is your value proposition for tomorrow’s high net worth investor? Now is the time to build on your success and prepare for what's next. Attend this webcast to learn more about: • Building on your current success and advancing your journey as a leader • Infusing adaptability and flexibility into your firm’s culture • Experimenting with new ways to engage and attract clients

Vanessa Oligino