Webinar

Are you building a $1B business?

Posted on March 6, 2020

Are you building a $1B business?

Kristi Harrison and Mark Wellwood present an overview of what it takes for advisors today to grow their business. Whether you want to be a billion-dollar firm, or hit any other growth target, partnership can help.

Maintain autonomy
Own all clients and data
Provide direct input to steer innovation
Join a community of like-minded advisors