Gain Insight into the Future of Financial Advising – Watch Now!
| | | Shaping Future Success: Financial Advisors Embrace Convergence, Growth, and Technology |
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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 recorded webinar presents the results from that research, discusses growth in this convergence and delves into achieving scalability for future business sustainability.
Specifically, the webinar covers:
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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| | | Craig Reid President MMA Securities LLC |
| | | David Armstrong - Moderator Executive Content Director Wealth Management | Informa Connect |
| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
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| Weren't able to attend the live event? The recording is now available! |
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