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Next: An Inside Look at the Wealth Management Firm of the Future

Available On Demand

The wealth management industry has transformed dramatically in recent years – and there has never been more opportunity for entrepreneurial advisors to grow their businesses and acquire new clients. 

The drivers of growth over the next several years, however, will be very different than the traditional paths. To understand what will differentiate the most successful firms in the future of wealth, WMIQ and Pershing have partnered on a new research initiative – “Next” – that focuses on the strategies, tactics and philosophies of the industry’s most forward-looking firms. This webinar will be the first presentation of Next research and will offer advisors a blue-print for creating a firm that is designed to capitalize on the growing need and demand for wealth management. 

Specifically, the webinar will discuss:

  • The three key ingredients of future firm growth
  • Technology: Does it pay to be an innovator?
  • What constitutes a great client experience
  • The emerging roles and skill sets that are re-defining the way advisors support clients and engage prospects

All registrants will receive a free copy of “Next: The Wealth Management Firm of the Future.”

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


William Bruckner
Head of Consulting and Implementation, Managing Director
BNY Mellon | Pershing


Lisa Crafford
Head of Business Consulting, Director
BNY Mellon | Pershing




TAGS: Resources