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Free Webinar

5 Levers of Growth for Wealth Management Firms

WEBINAR RECORDING

5 Levers or Growth Wheel
5 Levers Speakers Dan and TIm Largest

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

Watch the Replay

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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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Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.

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