As you unwind the year and think about 2019, what is your plan for getting in front of new opportunities and closing more business?
On this open forum, we will share our business plans for growth in 2019, and give feedback to each other.
As you unwind the year and think about 2019, what is your plan for getting in front of new opportunities and closing more business?
On this open forum, we will share our business plans for growth in 2019, and give feedback to each other.
****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.