Event Calendar

>>>Event Calendar
Event Calendar 2019-07-19T11:03:41-04:00
Jan
10
Fri
Distribution Advantage Webinar
Jan 10 @ 2:00 pm – 3:00 pm

Join us for our monthly webinar. This month we will talk with Stacy Havener of Havener Capital about Third Party Marketing.

Register here

 

Feb
14
Fri
Distribution Advantage Webinar
Feb 14 @ 2:00 pm – 3:00 pm

Join us for our February webinar with Randy Agnew, Senior Strategic Relations Partner, from Cetera Financial Group.

Click here to register

UDA Webinar
Feb 14 @ 2:00 pm – 3:00 pm
Mar
13
Fri
Distribution Advantage Webinar
Mar 13 @ 2:00 pm – 3:00 pm

Join us for our March webinar with Broadridge to discuss the advantages of their Market Analytics data.

Register here

 

UDA Webinar
Mar 13 @ 2:00 pm – 3:00 pm
Apr
10
Fri
UDA Webinar
Apr 10 @ 2:00 pm – 3:00 pm
Apr
17
Fri
Distribution Advantage Webinar
Apr 17 @ 2:00 pm – 3:00 pm

Cerulli Associates, Brendan Powers joins us this month for our webinar on Trends Shaping the Asset Management Industry. Register here.

May
8
Fri
Distribution Advantage Webinar
May 8 @ 2:00 pm – 3:00 pm
UDA Webinar
May 8 @ 2:00 pm – 3:00 pm
Jun
12
Fri
Distribution Advantage Webinar
Jun 12 @ 2:00 pm – 3:00 pm
UDA Webinar
Jun 12 @ 2:00 pm – 3:00 pm
Jul
10
Fri
UDA Webinar
Jul 10 @ 2:00 pm – 3:00 pm
Aug
14
Fri
UDA Webinar
Aug 14 @ 2:00 pm – 3:00 pm
Sep
11
Fri
UDA Webinar
Sep 11 @ 2:00 pm – 3:00 pm
Oct
9
Fri
UDA Webinar
Oct 9 @ 2:00 pm – 3:00 pm
Nov
13
Fri
UDA Webinar
Nov 13 @ 2:00 pm – 3:00 pm
Dec
11
Fri
Distribution Advantage Webinar with YCharts
Dec 11 @ 2:00 pm – 3:00 pm

YCharts – The Premier Sales Tool Built for Distribution Teams

Guest Speaker: Dave Lubnik, VP of Business Development at YCharts

YCharts is a cloud-based investment research platform that uses industry data to provide investment managers the tools to make sound investment decisions for their funds. YCharts is an intuitive, web-based, affordable alternative to the incumbent solutions.

During this webinar we will discuss:

  • How to improve dynamic sales conversations with advisors
  • How to reduce friction from needing to rely on internal resources

According to a recent study at a large client, 100% of wholesalers believe YCharts is a valuable sales tool, and 95% believe it has helped them win business.

Register Today!

UDA Webinar
Dec 11 @ 2:00 pm – 3:00 pm
Apr
9
Fri
UDA Webinar with AdvizorPro
Apr 9 @ 2:00 pm – 3:00 pm
Register Here

Please join us this Friday, April 9th at 2:00 p.m. for our upcoming webinar during which we will be talking with Michael Magnan and Joe Caprara with AdvizorPro.

AdvizorPro is a fintech company that provides firms with an up-to-date tech-powered Broker-Dealer & Registered Investment Advisor database. With AdvizorPro firms can create effective lead lists in seconds, research backgrounds and teams, and connect directly with advisers to help grow your pipeline.

During the webinar we will discuss:

  • The importance of fresh & accurate contact data to improve your advisor engagement
  • How to reach a more relevant audience by leveraging proprietary advisor profile data – including expertise & interests
  • Effective methods of successfully reaching advisor prospects in today’s environment
May
14
Fri
UDA Webinar with Morgan Stanley
May 14 @ 2:00 pm – 3:00 pm

Register Here

As several of you may have heard, Morgan Stanley is working through details regarding their acquisition of E*Trade. Given the amount of communication being exchanged between Morgan and several of our clients we thought it made sense to push the webinar with Mars back a month and have a few colleagues from Morgan Stanley join us for the May webinar to walk us through some detail on their firm and answer questions regarding the acquisition.