Webinar Clips

December 18, 2022

Cherie Fournier: Thought Leadership

In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Cherie Fournier (CEO, Founder Marketing Intent)...

December 18, 2022

Alise Lucero: Lay the Foundation

In this video clip from the webinar, Evaluating a Sponsor: Marketing & Communications, Alise Lucero (VP, Client Success Marketing Intent) discusses...

December 18, 2022

Jon Ranello: Know Your Alts Transaction Numbers

In this video clip from the webinar, Taking the Headaches out of Alts Supervision, Jon Ranello (Altigo) explains the importance of being able to access the number...

December 18, 2022

Jon Ranello: Working with RIAs

In this video clip from the webinar, Taking the Headaches out of Alts Supervision, Jon Ranello (Altigo) explains the importance of having a good working relationship with RIAs...

December 15, 2022

Jon Ranello: Grown as an Industry

In this video clip from the webinar, Taking the Headaches our of Alts Supervision, Jon Ranello (Broker Dealer Sales Team, Altigo) discusses...

December 4, 2022

Richard Hillson: Buy into a Sponsor’s Philosophy Before their Product

In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) reiterates...

December 4, 2022

John Crosier: It’s Ok to Wait

In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Crosier (Aspen Capital Management) explains why it's ok to make...

December 4, 2022

Charles West: What Keeps an Advisor, Who is New to Alts, Up at Night?

In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Charles West (Endurance Financial) describes some concerns...

December 1, 2022

John Trevor: Issue Causing Problems with Billing

In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Trevor (Parsons Capital Management) explains a key issue that is causing...