08.10.2022 - Marketing
Marketing and Practice Management Ideas you Should Know About
Presented by Brian Leitner, CFP, ChFC, Mariner Wealth Advisors
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.