Investment Masterminds

– Episode 11  –

Perfecting Partnerships

Guest: Phil Eichinger, Senior Vice President of Pacer ETFs.

Increase AUM through Perfecting Client Partnerships

Phil Eichinger, Senior Vice President of Pacer ETFs offers up strategies, tactics, and implementable tools to strengthen relationships with both clients and prospects.


Key Takeaways:


  • Grow and develop relationships with clients
  • Uncover new assets and lock-in affluent prospects
  • Build your unique value proposition & market to your community
  • Expand your client network

Swan Resources & Education

Our portfolio managers and analysts are dedicated to creating relevant, educational Articles, Podcasts, White Papers, Videos, and more.

More From This Series…