04 Aug
Build Your Business Webinar with American Century Investments

Description

Mario Davila with American Century will be joining us for the August 4th installment of the Build Your Business Series.

Mario will be covering the following topics:

  1. 90 Day Dash: program designed to help advisors build a solid client pipeline
  2. Scorecard: analysis tool which helps rank strategies by style box to identify top strategies and under-performers which may require further due diligence
  3. Portfolio Construction Tool: compliment to Aladdin program which helps advisors maximize their efficient frontier exposure either via taking less risk for the same return or higher return with same risk.
  4. Q3 Top American Century and Avantis ETF/SMA/Fund Featured Updates
  5. Market update with American Century Portfolio Manager

Date and Time

Thu, Aug 04, 2022

3:00p - 4:00p CST

Location

Webinar

PT1H
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