Skip to main content

CL1 2025 - CAIS Live 2025 Overview and Best Practices for Success

Topic

Investment Planning

Program ID

333930

Hours

0.5

Format

Live / Conference Session

Complexity

Intermediate

Description

Discover how CAIS Live 2025 can help you engage advisors and elevate your presence in the private wealth channel. Learn how CAIS promotes the event to maximize visibility, the resources available to support your success, and strategies for leveraging CAIS Live to connect with advisors effectively. Gain insights into pre- and post-event best practices, including using the Sponsor Resource Center to track engagement and measure impact, ensuring you maximize the value of your participation. Walk away with actionable steps to enhance your strategy and achieve success at CAIS Live 2025.

Learning Objectives

- Discover how CAIS Live 2025 can help you engage advisors and elevate your presence in the private wealth channel - Identify how CAIS promotes the event to maximize visibility, the resources available to support your success, and strategies for leveraging CAIS Live to connect with advisors effectively - Understand pre- and post-event best practices, including using the Sponsor Resource Center to track engagement and measure impact, ensuring you maximize the value of your participation - Identify actionable steps to enhance your strategy and achieve success at CAIS Live 2025