Curious about scaling your practice in 2024? Please join experts from AssetMark as they discuss this year’s top trends and winning growth tactics with advisors.
Tune in to unlock what growth-focused advisors are doing to optimize their business and stay ahead of the curve. Along with strategies for delivering more to your clients, get ready to learn:
- The biggest challenges to growth and how to overcome them
- How time-strapped advisors can win back a full 8 hours per workweek
- How growing firms solve the problem of hiring and developing talent
- Outdated myths preventing advisors from growing at scale
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Kristi Toland
Director, Advisor Marketing
AssetMark
Tricia Brady
Vice President, Business Consultant
AssetMark
Tim Dunneback, CFP®, ChFC®
Partner, Certified Financial Planner
Lakeshore Financial Group
Shannon Rosic - Host
Director of WealthStack Content & Solutions
WealthManagement.com
Cambridge Investment Group, Inc.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.