Skip navigation Jump to main navigation Jump to main navigation

Morningside Campus Access Updates

Access to the Morningside campus is restricted. Read More.
Close alert

New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead

Recommended books

Panelists Bill Cates, Randy Dippell, Samantha Russell, Adrianna Stasiuk, and moderator Philipp Hecker recommended a great list of books to read. You can view the recommended book list here.

About the event

New clients are the lifeblood of any advisory practice; they are key to driving growth. Your success as an advisor or manager of a business hinges on attracting net new clients to your practice. While of paramount importance to all, success rates vary greatly in our industry. In addition, client attitudes and available technologies are evolving fast, providing additional challenges and opportunities.

Join Columbia University's Master of Professional Studies in Wealth Management program for an interactive panel discussion with four industry-leading practicioners as they share best practices around "New Client Acquisition."

Following the conversation, the event will be opened for a question-and-answer period, where attendees can ask questions directly.

Topics of Discussion Include:

  • The importance of "New Client Acquisition" and key approaches used
  • Best practices around "New Client Acquisition" including frameworks, tangible tips, and lessons learned
  • Insights on how technology or other industry changes will impact "New Client Acquisition" in the future


* Bill Cates, Bestselling Author and Client Acquisition Coach
* Randy Dippell, Advisor at Milestone Money
* Samantha Russell, Chief Evangelist at FMG Suite
* Adrianna Stasiuk, Advisor at Aaron Wealth Advisors
* Moderated by: Philipp Hecker, Advisor to Columbia's Master's in Wealth Management Program