Partnering for Scale: Beyond Wealth Management

RIAs that offer more services, such as business insurance and employee benefits, are more successful at attracting and retaining clients that own or manage businesses. Offering more services, particularly to business owner clients, is compelling but can be challenging to piece together. Working with a partner that has these capabilities in-house creates a better solution.

Presenters:

• Tina M. Hohman, Executive Vice President, Practice Leader, Wealth Management, Alera groups
• Doug Johnson, Managing Director, DeVoe & Company

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