EPISODE 2:  The Science of Client Acquisition

Growth is the lifeblood of any independent wealth management business. Adding new clients and assets is central to that growth. The best firms in our industry take a very deliberate, process driven approach. The Science of Client Acquisition takes a deep dive into some of the ideas and insights from industry leaders on this vital topic. Joining host Ed Friedman to explore this subject is Ken Haman, Managing Director of Alliance Bernstein, Erik Strid, CEO – Concentus Wealth Advisors and Liz Manibay, Managing Director – Schwab Advisor Services.