Preferred stock is a class of shares that are senior to common stock and thus give the holder priority on dividend payments and assets over common shareholders.
WEBINAR
7 Ways to Build your Client Base – the Right Way
February 27, 2020 @ 2:00 pm - 3:00 pmThis on-demand webinar is the second installment of the coaching series with Chris Goethe and Rick Forbus, PhD of Trove, Inc. Our presenters discuss creative ways to reach not just potential new clients, but the right clients, to help you grow your business. They share practical ideas, as well as…
Presenter/s: Chris Goethe, Rick Forbus, PhD
This on-demand webinar is the second installment of the coaching series with Chris Goethe and Rick Forbus, PhD of Trove, Inc. Our presenters discuss creative ways to reach not just potential new clients, but the right clients, to help you grow your business. They share practical ideas, as well as their experience helping organizations grow as executive coaches.
This discussion covers ways to effectively leverage technology to reach new clients, appropriately leverage referral sources and much more. Slides can be downloaded here.
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Past Webinars
October 15 @ 2:00 pm - 3:00 pm
Disruption in Motion: ADISA’s Jade Miller Reveals How Alternatives Are Evolving in the Retail Space
Retail access to alternative investments is fast-expanding and disrupting the investment landscape. Is that a good thing? Join us in…
October 2 @ 2:00 pm - 3:00 pm
Tax-Deferred DST Exit Strategies for Accelerated REIT Access
ExchangeRight Co-Founder and Managing Partner Warren Thomas presents a novel DST concept designed to provide investors a fast-track exit strategy…
September 24 @ 2:00 pm - 3:00 pm
Product Evolution – Innovation and the Shifting Landscape of Alternative Investments
Watch Andrew Deck, Vice President of Alternative Investments at LPL Financial, in an engaging conversation on the future of alternative…
August 21 @ 2:00 pm - 3:00 pm
Providing Retail Investors with Access to Institutional Credit Strategies
Watch an exclusive conversation with Kimberly Flynn, President, at XA Investments, Joseph Roth, Principal, at Eagle Point Credit Management, and…
July 16 @ 2:00 pm - 3:00 pm
Choose Your Own Adventure: The Daunting Task of an S&P 500 Target
In part one of a three-part series with experts from the Wealth Consulting Group, Talley Léger, Chief Market Strategist, presents…
