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    Webinar by Envestnet (1 hr 30 min)

    Bill Crager, Bruce Lee and More
    RIA FORUM

    This virtual event series kicked off in December and continue quarterly to help you take advantage of opportunities to scale, better engage with clients and prospects, streamline your operations, and more.

    RIA FORUM HIGHLIGHTS

    In this first installment you’ll hear from:

    • Bill Crager, Chief Executive Officer of Envestnet, as he offers his perspective on the future of our industry.
    • Bruce Lee, a leading RIA from Keebeck Wealth Management, on how he believes RIAs can distinguish their practices from the competition.
    • A panel of some of our top leaders at Envestnet, who will engage in an interactive discussion about our views on what RIAs can do to position themselves for growth.

    This 90-minute, virtual event is FREE to attend.