New Client Acquisition: Lessons Learned, Best Practices, Look Ahead

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

This event is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP certification.

For questions, please contact

Event Contact Information:
SPS Wealth Management


Mar 23 2023


1:00 pm - 2:00 pm


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Formats (virtual, in person, hybrid)





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