How to Increase Your Assets Under Management in a COVID-19 World
Tune in for an executive briefing and live 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.
View the Executive Briefing On Demand
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
Old National Bank