5 Levers of Growth Webinar

Growth is hard.

Our framework can help.

Firms are facing headwinds like increasing customer acquisition costs (CAC) and increased competition. M&A activity has increased year over year with significant PE money entering the market. How can firms continue to compete and grow?

In this webinar, we offer a growth framework and recommend strategies and tactics to help enhance your marketing and sales funnel effectiveness, ultimately leading to more clients.

In this webinar, you will:

Learn the importance of leveraging multiple channels to help grow AUM
Gain perspective on what others in the industry are doing to find success
Learn strategies to help grow your firm client count

The information provided during the webinar is for informational and educational purposes only. Views expressed are as of the date indicated, based on the information available at that time. Unless otherwise noted, the opinions provided are those of the speakers and not necessarily those of Fidelity Investments or its affiliates. Information you provide when registering can be stored and processed to provide you the content you requested and used by Catchlight in accordance with their Terms and Privacy Policy.

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Free Webinar

Growth is hard.

Our framework can help.

Watch the Replay