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ON DEMAND
Join the AdvisorEngine leadership team for Product Roadmap updates and actionable practice management tips.
Who should attend:
All roles at your firm - including your C-suite, advisors, operations roles and client service professionals. Leadership roles are especially encouraged to join. So grab your team members and attend together! You won’t want to miss this call.
Summary Agenda:
Presenters include:
Rich Cancro (CEO)
Craig Ramsey (COO)
Amber Krier (Head of RM)
Patrick Arnold (Head of Product)
Ned Dane (Chief Growth Officer)
Suleman Din (Editor of Action! Magazine)