Marketing To Advisors – RIA Channel and RIA Database – 9.28.17

Summary:

Now On Demand.

Successful product distribution and asset growth through the RIA, broker/dealer, bank and family office channels requires good data, a disciplined plan and the ability to execute. Join us for an in-depth discussion that will cover:

  • Identifying the right firms, teams and decision makers
  • Telling your story with investment webcasts
  • Building your brand through content marketing
  • Turning service into a sales activity


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speaker:
Julie Cooling
Founder & CEO
RIA Channel & RIA Database

Julie Cooling started her career in financial services at Smith Barney in NYC as an intern in 1993. She graduated from Bucknell University in 1994 with Economics & Finance majors and joined SEI Investments in their Bank/Trust Technology division. She moved to San Francisco to work for Montgomery Asset Management and then Forward Funds. Julie held positions in product development, marketing, management and sales. She started RIA Database (RIADatabase.com) in 2005 after starting a family, and launched the Bank/Trust Database, Registered Rep Database and the Family Office Database. She launched RIA Channel (RIAChannel.com) which hosts webcasts, video interviews, financial news, research and advisor rankings. The team at RIA Channel now produces over 100 investment webcasts annually, and RIA Database supports thousands of users. The firm is based in Charlotte, NC where Julie lives with her husband, kids and dogs.

Overview:
Title: Marketing To Advisors
Date: Thursday, September 28, 2017
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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