Webinar: Retail Distribution Roadmap: Keys to Breaking into the Broker-Dealer and RIA Channels скачать в хорошем качестве

Webinar: Retail Distribution Roadmap: Keys to Breaking into the Broker-Dealer and RIA Channels

Breaking into the independent broker-dealer and RIA channels can be challenging without a clear roadmap. This session shows you how to position your firm for lasting capital-raising success by honing your competitive advantage, building effective sales strategies, streamlining due diligence, sharpening your marketing, and deepening advisor engagement. Experts from Sponsor Growth Solutions, Patrick Capital Markets, and Marketing Intent share critical steps, real-world insights, and common pitfalls to avoid, giving sponsors the tools to navigate the retail distribution landscape with confidence. (09/2025) Moderator: Ed O'Farrell Managing Director, Real Assets Adviser Institutional Real Estate, Inc. Speakers: Heidi Wheatley Founder & CEO Sponsor Growth Solutions Jarad Mitchell Chief Operating Officer Patrick Capital Markets Cherie Fournier Founder & CEO Marketing Intent