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2 Minutes on BrightTALK: Accelerate Your Advisor Business Through Technology

Dave shares a case study of a small firm who is using technology to successfully serve clients remotely while having $160 million under management.
Recorded Sep 23 2014 2 mins
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Presented by
Dave Welling, General Manager, Black Diamond
Presentation preview: 2 Minutes on BrightTALK: Accelerate Your Advisor Business Through Technology

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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: Accelerate Your Advisor Business Through Technology
  • Live at: Sep 23 2014 2:05 pm
  • Presented by: Dave Welling, General Manager, Black Diamond
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