Now On Demand

Join us for our 3rd Annual RIA Database Demo Day! This online event is complimentary and designed for all financial professionals looking to understand and efficiently access the advisor universe. DEMO DAY will showcase the systems we’ve built, insights we can provide to our clients, and weigh on key RIA trends.

Agenda


Registration is now open for Demo Day! This online event is complimentary and will cover the following topics:


  • Understanding the RIA Channel in 2023
  • Growth, Trends and Opportunities
  • Comprehensive RIA Database Demo
  • Lead Targeting, CRM Integrations, Best Practices
  • Perspectives from RIA Database & RIA Channel
  • Frequently Asked Questions

Presenters

Julie Cooling

Julie Cooling

Founder & CEORIA Database & RIA Channel

Michelle Adams

Michelle Adams

Sales DirectorRIA Database & RIA Channel

Register

This is an online event. Registration and participation is complimentary.
Now On Demand
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Producers

RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel produces over 300 investment webcasts annually, and reaches an audience of over 300,000 financial advisors.

RIA Database® provides financial software and comprehensive profiles on RIAs, Bank/Trust Institutions, Registered Reps, Broker/Dealers and Family Offices. RIA Database services more than 600 financial institutions world-wide.