12 Aug Holistic Advice Requires 360 Compliance Holistic Advice Requires 360 Compliance Wednesday, August 12, 2020 (3:00 PM to 3:45 PM) Webinar Details You're Registered! DescriptionLocation In this competitive landscape, firms and advisors are looking for ways to differentiate their advice, product and service offerings. During this webinar, we will discuss ways in which firms can offer holistic wealth management advice, which will reduce acquisition cost and time, increase wallet share with each customer and create a longer annuitized revenue stream per client. Webinar