Simplifying Your Prospect & Client Engagement Experience to Drive Growth: A Conversation with Mariner's Brian Leitner

How do you give someone the Ritz Carlton experience? We’re joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that’s grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral network and a more influential COI roster.

For more: https://marinerplatform.com/