Do you own or manage a financial planning office or wealth management office? Be a part of this group. There are common organizational challenges wealth managers face. This group is all about sharing common issues and winning solutions.
In our meetups, we will invite experts to help us with how to use digital marketing to attract new clients, how to retain clients, how to deal with common staff problems and other issues.
We will also meet business owners of other fields, whom we can network or possibly strike up business relationships with.
Feel free to call the group organizer, Tony, at 530-537-6098 for any questions.
WHY WE HAVE STARTED THIS GROUP: This group is organized by International Executive Technology. We are composed of a group of business and management consultants who have helped large and small businesses in America and abroad for many years. This group is our way of giving back to the community. Also, wealth managers are people we commonly assist and network with, so we know you will appreciate this group.