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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

Click Here to Register