Organic Growth: The Power of a Platform Partner

Gain best practices and strategies from the experience of EP Wealth Advisors, which has grown to nearly $20B over 24 years. The speakers will discuss various powerful marketing and business development strategies that can accelerate organic growth results. The conversation will offer lessons across a range of topics, including building advisor training, custodial relationships, marketing services for advisor offices, and more.

Presenters from EP Wealth Advisors:

Ryan Parker, Chief Executive Officer
Matthew Crow, Partner & Managing Director of Wealth Advisory
Jim Mocci, Managing Director of Marketing

To request the password for the replay, please email:  sara.prouse@devoe-co.com

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