How to Increase Your Assets Under Management in a COVID-19 World
Re-watch this Q&A with Chady AlAhmar, CEO of Wealth at Old National Bank, and Raj Khera, EVP at WealthEngine, as they share best practices to help you grow your portfolio in the midst of economic uncertainty.
This Executive Briefing will show you:
- How to uncover insights like estimated net worth, investable assets, business ownership, accredited investor status, likelihood to buy a specific financial product, and more
- Ways to find and connect with wealthy and soon-to-be-wealthy prospects
- Techniques to identify clients in your portfolio who are ripe for expansion
You will walk away with proven strategies to shorten sales cycles, increase retention, and expand existing accounts to increase your assets under management.