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    Webinar

    AdvisorEngine Leadership Webinar: December 2023

    Client webinar

    WATCH NOW

    ON DEMAND

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    Join the AdvisorEngine leadership team for Product Roadmap updates and actionable practice management tips.

    Who should attend:

    All roles at your firm - including your C-suite, advisors, operations roles and client service professionals. Leadership roles are especially encouraged to join. So grab your team members and attend together! You won’t want to miss this call.

     

    Summary Agenda:

    • Executive Session. Get timely updates on what your RIA peers are focused on heading into 2024.
    • Product Look-Back. Check out recently launched features that your team should be taking advantage of.
    • Product Look-Forward Roadmap. Preview the exciting product enhancements coming your way. 

    Presenters include:
    Rich Cancro (CEO)
    Craig Ramsey (COO)
    Amber Krier (Head of RM)
    Patrick Arnold (Head of Product)
    Ned Dane (Chief Growth Officer)
    Suleman Din (Editor of Action! Magazine)



    Watch on demand

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