Lisa Salvi, Head of Business Consulting and Education at Schwab Advisor Services , joined Julie Cooling , Founder and CEO of RIA Channel , to discuss strategies advisors can use to enhance organic growth.
Keith Black is the Managing Director at RIA Channel, where he specializes in connecting asset managers with financial advisors through data-driven lead generation strategies. His expertise spans finance, investment, and banking, with a focus on alternative investments, asset management, investment strategies, and wealth management. Keith's insights have been featured in notable publications such as the Evening Standard, Jewish Chronicle, The Telegraph, and LBC.













