RIA West Day 3Wednesday, 9 October 2024 - PT (Pacific Time, GMT-08:00)

Organic growth seems to be the hot topic of the moment. So, let’s embrace it with proven ways to achieve it. Join this mindset-shifting, growth-inducing session on how to build the holy grail of marketing - a steady pipeline of ideal clients that meets your growth goals with a 70%+ closing rate. Stephanie delivers a session with actionable ideas on how top performing firms are scaling their growth strategies, building out modern marketing funnels, and cultivating marketing machines that consistently and predictably drive growth.

If driving organic growth is part of your business goals, then this is a session not to be missed.

For the better part of a decade, industry experts have touted the benefits of alternative investments in client portfolios. Largely ignored by investors who rode the wave of equity highs during the bull market, the pandemic served as a wakeup call that diversification actually matters. Still, inflows into alternative investments have slowed as investors crowded into mega-cap tech and A.I. stocks. But there are signs of a comeback across some alternative products, and new investment vehicles like interval funds and regulatory changes now allow investors of all sizes access to the full breadth of the alt universe.

Investopedia Editor-in-Chief, Caleb Silver, sets the table for what to expect from Alts in the near future.

A powerful discussion about actionable insights and practical strategies to navigate the complexities of wealth management, empowering you to drive value for your firms clients and build lasting relationships based on trust and performance.

*By Invitation Only

An exclusive event, sponsored by Schwab Advisor Services, dedicated to fostering professional development and community among successful women in the industry.

FAB isn’t just a breakfast or networking event—it’s a movement. We invite senior leaders and allies, including supportive men from RIA firms, to contribute to meaningful conversations on creating a thriving environment for women in wealth management.