Hosts
Nan Price, Content Strategist
Michael Storer, Strategic Relationships
Kristopher Walllick, Founder & Wealth Manager, Wallick Wealth Management
Brian Cote, Founder & COO, Gramercy Park Wealth Advisors, LLC
Description
Learn how successful Advisors use sophisticated strategies like Tax Alpha and Direct Indexing to differentiate and grow their businesses and attract more HNW clients. We will look at best practices and case studies.
FOR FINANCIAL PROFESSIONALS ONLY
