Guest: Todd Johnson, Director of Channel Alliances at Riskalyze.
Todd Johnson, Director of Channel Alliances at Riskalyze, will discuss how elite advisors strengthen client engagements, attract high net worth investors, generate more referrals, and increase their value
Todd will share the following ideas & concepts to help you manage an elite Advisory Practice:
This webinar is designed for advisors who would like to grow, scale, and systematize their business. Whether you are currently using Riskalyze, interested in learning about their program, or would like access to some of the complimentary ideas they offer, this session will benefit you!
Our portfolio managers and analysts are dedicated to creating relevant, educational Articles, Podcasts, White Papers, Videos, and more.
More From This Series…