Warm Outreach
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A tactical discussion for independent financial advisors and RIA firm leaders looking to understand how data and new technology help win and retain clients in an increasingly competitive landscape.

A generational shift in wealth is underway, representing both a massive opportunity and a risk for advisors who aren’t adequately prepared.

For decades, wealth conversations have largely overlooked women, but that’s changing. Women are not only earning and inheriting more wealth than ever before, but they’re also shaping how wealth is built, invested, and used.