Please join us for an interactive and engaging workshop exclusively for registered investment advisors (RIAs) interesting in growing their firm
- 8:30- 9:00 am: Networking and light refreshments
- 9:00- 11:00 am: Change the Conversation Workshop
During the Change the Conversation workshop, you will learn:
Part I: The Militello RIA system, including:
- The Plight of the RIA
- The HNW investor
- Your top competition (it's not who you think)
Part II: Change the Conversation, including:
- How to increase revenue and grow AUM (by retaining clients and attracting new ones)
- Differentiate yourself to succeed
- Changing the Conversation with High Net Worth Investors to develop your business
The workshop will be led by our Director of RIA Consulting, Don Holt.
