A Vestmark Company | Innovating Wealth Technology Learn More

Vestmark

Designing an Advisory Practice Built for Growth

By Adhesion Wealth, A Vestmark Company

Designing an Advisory Practice Built for Growth Hero 6 15 22

Adhesion’s Senior Director of Business Development, Kevin McCrossin and WisdomTree’s Director of Advisor Innovation, Matt Kress and Director of Product Solutions, Ryan Krystopowicz will reveal some key considerations for attracting new prospects. Leveraging multiple research studies, the discussion will touch on triggers that lead to “needing” a Financial Advisor, the prospect discovery and evaluation process & understand how your clients and prospect perceive model usage.

  • What triggers individuals to seek out an advisor?
  • How do individuals actually choose a financial advisor?
  • What can advisors do to improve the probability of a prospect reaching out?
  • How can advisors position themselves more favorably to prospects relative to other advisors?
  • How can advisors save time on running their practice to spend more time on growth?

By Adhesion Wealth, A Vestmark Company