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2 Minutes on BrightTALK: Planning Your Firm's Future

David Canter shares how financial advisors should start planning for new talent acquisition and how your firm must build its KPIs around its client base.
Recorded Jun 10 2014 2 mins
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Presented by
David Canter, EVP, Practice Management and Consulting, Fidelity Institutional Wealth Services (IWS)
Presentation preview: 2 Minutes on BrightTALK: Planning Your Firm's Future

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Tips, advice and thought leadership to help build your business
Hear from a range of industry experts on interesting and unique ways to better market your practice among the high-net-worth audience. Topics include practice management, social media, referral marketing, blogging, connecting with clients and so much more.

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  • Title: 2 Minutes on BrightTALK: Planning Your Firm's Future
  • Live at: Jun 10 2014 5:20 pm
  • Presented by: David Canter, EVP, Practice Management and Consulting, Fidelity Institutional Wealth Services (IWS)
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