Managing a fee-based business in the face of declining asset values
Three of the nation’s leading wealth managers and advisers discuss how to compete more effectively and operate more…
Three of the nation’s leading wealth managers and advisers discuss how to compete more effectively and operate more efficiently in these trying times.
Wednesday, March 11, 2009
This program has been approved by by IMCA for 1 non-IMCA CIMA credit.
Download the non-IMCA CIMA CE submittal form
Key topics covered during the webcast will include how to best:
• Increase or maintain revenue
• Communicate with anxious clients
• Rightsize your business
• Capitalize on your strengths
A Free and Invaluable Resource
Listen to our panelists discuss best practices for successfully managing a fee-based practice LIVE from your own desk. Ask questions about the best solutions for your practice.
 |
Download as podcast |
Moderators:
 |
|||
|
Evan Cooper Deputy Editor InvestmentNews | |||
 |
|||
|
Lisa Shidler Reporter InvestmentNews | |||
Panelists:
 |
|||
|
Eric Bennett Chairman and CEO Tolleson Wealth Management | |||
|
Paul Comstock Chairman Paul Comstock Partners | |||
| Greg Pierce Equity Management Team Reinhart Partners, Inc | |||
| Sponsored by | |||
 | |||
Learn more about reprints and licensing for this article.
