Web Seminar

Your guide to gaining new clients

Thursday, March 27, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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Finding new clients is an important part of business, but the process can feel intimidating and overwhelming – especially if you are balancing the needs of the business, managing your team, and supporting your clients. 

Join us for a value-packed webinar as industry experts break down tried-and-true methods for finding potential clients and how to make your business stand out. Attendees will gain practical insight on how to:

  • differentiate themselves from their competition.
  • find their ideal clients.
  • uncover opportunities with a stronger digital presence.
  • navigate client referrals.
  • ultimately how to grow their business.
Speakers
  • Brett Amendola
    Managing Partner
    Wooster Square
    (Speaker)
  • Ladan Massir
    Head of Advisor Marketing
    Cetera
    (Speaker)
  • Cat Auer, Financial Planning
    Cat Auer
    Managing Editor
    Financial Planning
    (Moderator)

Disclaimer: Cetera Financial Group (Cetera) refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. For use with financial professionals only.