The wealth management industry has been on an evolutionary streak, where new models seem to be born almost daily. And having a clear understanding of the environment you’re building your business in is critical—regardless of whether you have a desire to move or not.
This webinar takes a 2-step approach to providing an overview of the landscape and identifying some of the most attractive landing spots for advisors:
- New options have challenged the status quo for every advisor and presents a waterfall of exciting possibilities. What’s changed and why?
- With movement at record levels, where advisors are choosing to live their business lives is very different than it was in years past. Where are advisors going and why?
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by:
Presented by:
Speakers:
Louis Diamond
President
Diamond Consultants
Mindy Diamond
CEO
Diamond Consultants
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com