How Advisors Are Winning & Serving HNW Clients

Name: How Advisors Are Winning & Serving HNW Clients
Start: 2023-10-18T16:45-5:00
End: 2023-10-18T17:30-5:00

18oct4:45 pm5:30 pm4:45 pm - 5:30 pm How Advisors Are Winning & Serving HNW Clients Moderated by Greg Trzaski, Advisor Services, Symmetry Partners
With Guest Advisors Brian Cote, Kelley Grace, and Mira Ma

Speakers

Greg Trzaski, Senior Regional Director, supports the business growth needs of independent Financial Advisors in New England and the Mid-Atlantic states. As a consultative business partner, he educates Advisors about Symmetry’s products and services and helps them create efficient, scalable, and profitable firms.