5 Steps To Growing Your Business With Models – WisdomTree Asset Management – 11.8.21

Overview:
Title: 5 Steps To Growing Your Business With Models
Date: Monday, November 8, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. During this webinar, WisdomTree’s Director of Advisor Innovation, Matt Kress and Associate Director of Product Solutions, Ryan Krystopowicz will reveal some key considerations for attracting new prospects. Leveraging multiple research studies, the discussion will touch on:

  • Triggers that lead to “needing” a Financial Advisor.
  • The prospect discovery process – how to position yourself.
  • The prospect evaluation process – how to not lose an opportunity.
  • Understand how your clients and prospect perceive model usage.
  • Take action to attract clients and better communicate with prospects.

Speakers:
Matt Kress Matt Kress Director of Advisor Innovation WisdomTree Asset Management

Matt Kress is an experienced digital marketer, sales training facilitator and business owner. His goal is to help advisors attract and retain more clients in the digital world we live in today. As the Director of Advisor Innovation at WisdomTree Asset Management, Matt is a keynote speaker and coach to financial advisors. He brings data, in-depth research and his experience of working with 200+ advisors to help advisors attract and retain more of the right clients. He uses a simple process that creates actionable steps for advisors and their team to understand and apply the research to their online presence.
Ryan Krystopowicz Ryan Krystopowicz Associate Director of Product Solutions WisdomTree Asset Management

Ryan Krystopowicz joined WisdomTree in March 2016 and servers as a Product Specialist, ETF Model Portfolios. He is a leading voice in the content and commercialization of WisdomTree’s Model Portfolio Research Study & Model Adoption Center. Ryan also contributes to the commercial success of WisdomTree’s Model Portfolio offerings by supporting Distribution and the management of host platforms. His passion for third-party model portfolios and investment outsourcing was cultivated during his tenure at a Registered Investment Advisor where he took on a variety of roles within research and operations. Ryan received a degree from Loyola University of Maryland and is a CFA charterholder.