Skip to main content

This session will spotlight two ideas that may help you grow your practice. One is an outsourcing solution with Mariner wherein you can relinquish the back-office functions so as to solely focus on client-facing initiatives. Brian Leitner will provide an introduction to Mariner’s solutions for RIAs. 

The other topic will feature LinkedIn expert James Monteith sharing ideas on how you can use LinkedIn as a client acquisition tool. 

Register for Webinar

Form container
Personal Info
Complete the form below
Survey Data
A CFP ID number will be required in order to receive CE credit for this webinar.