Hear stories from RIAs who are turning the challenges of advising into real opportunities.
2019 was a record year for M&A while succession planning remained a challenge. Join us as we take a look at the risk associated with remaining a sole proprietor in a pandemic world and what the current outlook is for M&A activity in 2020.
Learn more about staying in front of clients when in-person meetings are not possible; leveraging video/audio to educate clients about what your firm is doing on their behalf; and increasing client touchpoints without stretching your people resources
Join us as we take a look back at the strategies deployed by firms that thrived through the 2008 financial crisis and discuss best practices for identifying and pursuing potential opportunity in times of change.
Attend this webcast to: Build on your current success, rather than disrupting your business; advance your journey as a leader; and explore strategies to help you adapt to the future client demands.
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