Venue
Webinar

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Mar 24 EDT (7 months ago)
Location Webinar
Region All
Details

Secure your firm’s future with a strategy that equips you to retain your best clients, grow your assets and attract a new generation of investors. Extend the bonds you have built with clients to engage their family members today, when these individuals need unbiased advice from a voice they can trust. This webcast provides actionable strategies to attract a new generation of clients and grow your assets.

Key topics we will explore include:

• Engaging clients across generations
• Establishing the right infrastructure, service model and solutions
• Developing an action plan to serve multiple generations

Speakers

2021 Speaker

Janet Kelly
Director, BNY Mellon/Pershing