Fidelity goes deep dish on marketing in Chicago with 25 advisors -- including how to make bios more punchy and casual
A hard-charging 86-year-old advisor and a Twitter-savvy 28-year-old were among the kaleidoscope of characters who showed up
Maria Marsala
Great going Fidelity. Turning a practice into a business is what’s needed these days. With more independents, who love what they do, want to do more, and could use help in business planning, business succession, and marketing in general, programs like these are sure to help RIAs grow in new ways.
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