How To Host A Successful Online Event As A Financial Advisor episode artwork

EPISODE · Feb 14, 2022 · 41 MIN

How To Host A Successful Online Event As A Financial Advisor

from Modern Financial Advisor · host Truelytics by Envestnet

Chuck Failla, CEO of Sovereign Financial Group shares how what was supposed to be a small online event that he was going to host for 20 to 30 folks grew to a large national event with premier speakers from the wealth management industry. Now, he's co-hosting the RIA Labs with InvestmentNews.

Episode metadata supplied by the publisher feed · Published Feb 14, 2022

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