Marketing and Practice Management Ideas you Should Know About
Guest Expert: Brian Leitner, CFP, ChFC, Mariner Wealth Advisors
Date:
Webinar Replay Description
This session spotlighted 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 provided an introduction to Mariner’s solutions for RIAs.
The other topic featured LinkedIn expert James Monteith sharing ideas on how you can use LinkedIn as a client acquisition tool.
08.10.2022 - Marketing
