Searching for Growth: Beyond Referrals

Client referrals need not be an RIA’s primary or only source of new business. A panel of experts discusses other channels and sources that RIA firms can use to attract and retain new business. Speakers:

• Joe Anthony, President, Gregory FCA
• Diana Cabrices, VP, Enterprise Development, Snappy Kraken
• Jason Early, President, BizEquity

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

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