Investment intelligence. Re-defined

More investment strategies coverage. More access to investment insiders and gurus. More info to make more informed decisions.

»

Managing a fee-based business in the face of declining asset values

Three of the nation’s leading wealth managers and advisers discuss how to compete more effectively and operate more efficiently in these trying times.

Wednesday, March 11, 2009

View the archive

This program has been approved by by IMCA for 1 non-IMCA CIMA credit.

Download the non-IMCA CIMA CE submittal form

Key topics covered during the webcast will include how to best:

• Increase or maintain revenue

• Communicate with anxious clients

• Rightsize your business

• Capitalize on your strengths

A Free and Invaluable Resource

Listen to our panelists discuss best practices for successfully managing a fee-based practice LIVE from your own desk. Ask questions about the best solutions for your practice.

Download as podcast

Moderators:

Evan Cooper

Deputy Editor

InvestmentNews

Lisa Shidler

Reporter

InvestmentNews

Panelists:

Eric Bennett

Chairman and CEO

Tolleson Wealth Management

Paul Comstock

Chairman

Paul Comstock Partners

Greg Pierce

Equity Management Team

Reinhart Partners, Inc

View the archive

Sponsored by