CircleBlack RIA Webinar: “Find the Right Technology to Help Grow Your AUM”

The right technology can open the door to success in today’s heightened competitive environment by helping you:

  • Communicate more efficiently and effectively with your clients
  • Increase your brand presence and value
  • Grow your AUM by managing outside assets like 401(k)s without taking custody
  • Reach a new audience and grow your market share

Join CircleBlack’s webinar on Wednesday, April 26 at 4 p.m ET to learn more about the CircleBlack platform.

Click here* if you would like to register for this webinar.

About the presenter:  CircleBlack CEO John Michel, former President of Bloomberg Wealth, built the innovative BloombergBlack product and leveraged that experience to build CircleBlack. Throughout his 25 years as both an intrapreneur and entrepreneur, John has focused on conceptualizing and launching game-changing financial services products across a diverse array of channels. 

* By clicking on this link, you understand you will be redirected to CircleBlack, a third-party website operated and maintained by CircleBlack. Scottrade and CircleBlack are not affiliated. CircleBlack’s website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully before purchase.

Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc.-Member FINRA/SIPC.

For institutional use only.