Join us tomorrow to explore advanced RIA growth strategies and technologies - Earn CE Webinar Credits!
| | | Building the Growth RIA of the Future |
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| | DATE:
Monday
April 29, 2024 |
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| | TIME:
1:00 PM ET
10:00 AM PT |
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With massive seismic shifts impacting the wealth management industry in the next decade, financial advisors need to be prepared to not just survive but thrive. Wealth transfers to the next generation coupled with rapid advancements in technology will forever change the way advisors find and serve their clients.
Find out from two leading women in financial services how and why RFG is delivering the tools, services and support required to help their network of successful advisors capture and grow their client base.
What you can expect to learn:
How RFG has created a growth program delivering double digit organic growth for advisors. Why an integrated technology stack is paramount to your success, but you should not do it yourself. What building an independent advisory business without compromise looks like. |
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CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | Shannon Spotswood President RFG Advisory |
| | | Abby Salameh Chief Growth Officer RFG Advisory |
| | Shannon Rosic - Moderator Director of WealthStack Content & Solutions WealthManagement.com
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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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