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Driving Firm Growth and Success: A 2023 Mid-Year Update

Available On Demand

Defining success for wealth management firms and identifying the drivers of success was the objective of research conducted late last year by and Informa Engage on behalf of Pershing, results of which were published in a white paper, The Keys to Driving Growth and Success for Wealth Management Firms in 2023 and Beyond.

What’s changed since then?

This webinar will reveal how advisors and their firms are now reaching for growth and success. Specifically, the webinar will cover:

  • How firms’ growth expectations have changed
  • The shift that has occurred in the services being offered
  • A new sweet spot in target marketing
  • The outlook for investments in technology and human capital

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Produced by WMIQ



Sponsored by




Mark Bruno - Host
Managing Director, Wealth Management
Informa Connect


Kristin Letourneau, PhD
Vice President, Research
Informa Engage


Janet Kelly
BNY Mellon | Pershing


Thomas Kindle
Director, Advisor Solutions
BNY Mellon | Pershing




TAGS: Resources