Please join us on the next Triada Market Update Call on Tuesday, August 16th at 12:12pm. We anticipate the call to last approximately 45 minutes. We will give a brief update on what has transpired in the market over the past week then hold a Q&A session with Bill Friebel, EVP, Head of Growth Initiatives with Cornerstone Wealth Management, LLC.
As head of growth initiatives, Bill Friebel helps identify and implement new ideas and services to enhance Cornerstone Wealth Management’s offering to advisors and ultimately their clients. He works closely with the firm’s investment, recruiting and coaching teams to improve the firm’s support of its advisors.
Bill has more than 23 years of experience in the financial services industry, with extensive knowledge and expertise in helping advisors develop new business strategies, structure and evolve their client service models, manage their practices, and determine solutions for their distinct business challenges and opportunities.
With his eye on continued long-term growth, Bill enjoys being part of a firm that welcomes new ideas with enthusiasm. He says he’s always liked to build things because of the sense of accomplishment that comes when the task is complete, so he appreciates being able to add to the development of Cornerstone in a meaningful way.
As a reminder, this does not take the place of your personal account reviews and individual goals, but we encourage you to email or call us with any questions you would like us to address on the call or individually.
Dial-in instructions as follows:
Triada Market Update Call
Access Code: 222-678-821
Date and Time
Tue, Aug 16, 2022
12:00p - 12:45p CST
Dial in using your phone: +1 (646)749-3122 Access Code: 222-678-821