Join our exclusive webinar as we unveil groundbreaking insights from the recent Wealth Management IQ survey.
| | | Shaping Future Success: Financial Advisors Embrace Convergence, Growth, and Technology |
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| | DATE:
Thursday
October 12, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Discover how financial advisors are shifting their focus from immediate market worries to long-term strategies as markets rebound. Wealth Management IQ recently conducted a survey with Marsh McLennan Agency to explore how advisors are blending retirement planning advice with wealth management to meet client demands for comprehensive financial guidance.
This webinar will present the results from that research, discuss growth in this convergence and delve into achieving scalability for future business sustainability. Specifically, the webinar will cover:
Why over 79% of firms are now adopting hybrid models, up from 74% last year How advisors are diversifying growth strategies, including institutional client opportunities The pivotal role of technology in scaling advisory firms and integrating services Insights into advisors' evolving focus on long-term strategies and succession planning |
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| | | David Armstrong - Moderator Executive Content Director Wealth Management | Informa Connect |
| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
| | | Craig Reid President MMA Securities LLC |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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