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Strategies to Obtain Institutional Money Management Business
Thursday, August 23, 2018, 1:00 PM - 2:00 PM EDT
Category: Webinars
Join Dorien Nunez, Director of Research of OMNIRESEARCH on Thursday, August 23 at 1pm EST as he discusses how African American and other minority financial services professionals can develop a plan to pursue and obtain institutional money management business. Minority professionals are uniquely positioned to provide services in the institutional space and there are resources available to assist in pursuing this segment. Learning objectives include how to differentiate yourself from competitors as you pursue this coveted segment. Also, Dorien will discuss resources available to assist you to be successful as you make institutional money management part of your business offering.
Register HereThe webinar has 1 CFP® Continuing Education credit pending. The webinar is open to all advisors and financial services professionals. CFP® CE credits are limited to AAAA members only. If you are not a AAAA member we encourage you to join by going to www.aaafainc.com. |
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