Deals & Dealmakers Webcast Series: Build or Buy – Or Both? Harvesting Organic and Inorganic Growth Strategies

The webcast will feature a discussion between Christine Cataldo – Senior Vice President, Retail Experience at Edelman Financial Engines, Chris Keller – EVP & Director of Business Services at Benjamin F. Edwards, and Steve Leivent – SVP & Co-General Manager at Black Diamond & Advent. Moderated by ECHELON's Mark Bruno, the panel will take a deep-dive into the required investments and strategies for successful marketing, recruiting, and M&A – along with the relative returns and key considerations for balancing organic and inorganic growth.

Attendees will have the opportunity to submit questions directly before and during the webcast.

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