Earn CE Credit | Discover how to boost efficiency and client satisfaction
| | | Scaling You: The Secret to Scaling Growth & Efficiency |
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| | DATE:
Tuesday
April 1, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Join us for an exclusive webinar where we uncover how one advisor transformed his practice—streamlining operations while dedicating more time to meaningful client relationships.
In this session, Michael Folker - Orion's EVP, OCIO, and Blake Street - Founder of Warren Street Wealth Advisors, will share how Blake optimized his firm’s efficiency and accelerated growth. They’ll also explore the powerful tools that enable advisors, like Blake, to deliver personalized portfolios at scale—boosting both operational efficiency and client satisfaction.
Key Takeaways: Strategies for enhancing client personalization without adding complexity The role of technology in scaling your firm efficiently Insights from a real-world success story of growth and optimization
Don't miss this opportunity to learn actionable strategies that can help you scale smarter! |
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| EARN CE CREDIT | | 1 hour of CE credit is offered for CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® | | |
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| | | Michael Folker EVP, OCIO Orion |
| | | Blake Street, CFA, CFP Founding Partner & CIO Warren Steet Wealth Advisors |
| | | Davis Janowski Host Senior Technology Editor WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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| Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor. 0652-R-25066 |
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