Practice Management Clinic: Sales and Marketing
The UHNW Institute invites operating executives and practice leaders to join our next Practice Management Clinic, focused on the Sales and Marketing pillar of the Building Blocks of Practice Management. The session will take place on Wednesday, May 14 at 5:15 pm ET. Firms are encouraged to invite their Heads of Sales, Heads of Marketing or colleagues in similar leadership roles to attend.
This interactive session will provide an opportunity to hear from industry leaders and participate in a peer-to-peer discussion centered around key sales and marketing topics within UHNW wealth management.
Members can register through the Portal here.
Meet the Panelists:
Brian Hughes – Facilitator
President, Eton Advisors
Eddie Brown
Chief Growth Officer, Pathstone
Andrew Douglass
Managing Director, AlTi Tiedemann Global
Katie Poole
Partner, Mill Creek
Members can register through the Portal here.
