Investment Masterminds Episode 55

RIA Growth & Leadership Panel

With special guests:

Abbey Henderson
Founder & Wealth Advisor, Abaris Financial Group
 

Carina Diamond
Chief Growth Officer, Gries Financial Partners
  

Chris Wedell
Co-Creator & Wealth Advisor, Volare Wealth Advisors & StrongHER Money
  

Nina O’Neal
Partner & Investment Advisor, AIM Advisors

 

This dynamic, live one-hour session features a panel of accomplished leaders sharing actionable insights to drive growth, foster stronger client relationships, and future-proof your practice.
  

Your top takeaways from this expert panel discussion:
  

  • Attract Ideal Clients: Explore innovative ideas to engage and grow your target audience.
  • Prepare for the Wave of Wealth: Techniques to improve your relationship with surviving spouses.
  • Build a Multi-Generational Practice: Learn how to involve adult children and create sustainable, long-term client relationships.