RIA excellence

AVAILABLE ON DEMAND

The wealth transfer is happening now. Firms that aren’t taking measures to capture next-gen clients from their current client base risk a shrinking business and future revenue loss. What steps can RIAs take to retain that younger client and build a resilient practice for the future?

What you’ll learn:

• How to rethink your approach to client service for a new generation 
• What new offerings to provide in your practice – and how to execute
• The technology and tools you need to serve the next generation of clients (include AI automation)

Featuring: 

Ned Dane, Chief Growth Officer @ AdvisorEngine

Craig Clark, Chief Marketing Officer @ Nitrogen 

Tina Powell, Chief of Community @ Intention.ly 

Justin Wilkinson, Business Development @ AdvisorEngine 

Sept. 10th, 2024 @ 2:00 PM ET

You’ve embraced data. Now, how can you sharpen its use in your business? Learn the steps to make it simple and accessible for multiple roles in your firm, from principals to administrators, plus the structure and the tools you’ll need. Don’t worry, you don’t have to be a data scientist to tap into your firm’s critical insights – this webinar will show you how. 

What you’ll learn:

• How to create a data-centered practice
• How to develop roles-based insights
• What tools can help you better understand data + AI 

Featuring:

Raj Madan, CIO @ AdvisorEngine

Justin Boatman, Chief Product Officer @ Nitrogen 

Kathy Crowley, Business Development @ AdvisorEngine

Sept. 30th, 2024  @ 1:00 PM ET

AdvisorEngine CEO Rich Cancro and Nitrogen CEO Dan Zitting come together to explore the critical trends impacting RIA growth in today's market. 

What you’ll learn:

• The big trends impacting advisor firm growth
• Emerging growth strategies that are driving RIA success
• What are the essential tools for RIA growth today and tomorrow

Featuring:

Rich Cancro, CEO @ AdvisorEngine

Dan Zitting, CEO @ Nitrogen

Suleman Din, Advisor Intelligence Lead @ AdvisorEngine