Please join us for our upcoming client round table conference call!
On Thursday April 30, 2020
12 PM EST / 9 AM PST
We’ll be discussing industry topics such as:
Advisor Team / Buying Units
- Aggregating sales and assets for all members of Buying Unit
- Increasing sales and marketing targeting effectiveness by identifying buying units as a whole team
- Understanding who are the key members of the team
- Our Advisor Team / Buying Unit database which includes both registered and non-registered advisors from over 15,000 teams and over 60,000 members from 11 firms
RIA Aggregators
- We’ll be discussing how firms are handling data as it relates to RIA Aggregator
- Areas of discussion include whether firms keep the data at a single firm or split out if details (alias/account) is available
- Understanding challenges are firms faced with based on the data available – Examples include Sanctuary Advisors and Private Advisor Group
