This session from Wealth Management 2017 took place live in Nashville on 7 March at 2:30 p.m. CST. Topics include: What wealth management professionals need to know about entrepreneurs, including how to find them, how to talk to them, and how to
This session from Wealth Management 2017 took place live in Nashville on 7 March at 2:30 p.m. CST. Topics include: What wealth management professionals need to know about entrepreneurs, including how to find them, how to talk to them, and how to develop them as clients; using entrepreneurial skills and strategies to build an investment management practice; building and facilitating entrepreneurship and innovation in the culture of an investment firm.