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Re-imagining a New RIA Workplace

Now Available On Demand

After spending about eight months in quarantine, everyone is growing tired of working from their homes and is looking to upgrade and improve their environments—so basically, it's time to remodel. Like most of America, advisors are quickly adjusting to a new normal in running their business during this prolonged pandemic: meeting clients via online video conferencing; approving documents with digital signatures; and transferring operations to the cloud. The digital transformation for the wealth management industry is being accelerated, but not all advisors have adapted their front and back offices—making it time to also remodel their systems, operations and technology for the new environment.
Join us for this panel of industry veterans and practitioners who will share their insights in navigating the new normal and how they have used this interesting time to create a thriving digital workplace. Topics covered in this webinar include:

  • Mega trends to look forward to in 2021
  • Key considerations while choosing cloud solutions 
  • Technology strategy to manage remote workforce
  • Tips and advice on designing an agile and responsive operation

Sponsored by

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Timothy D. Welsh, CFP®
Nexus Strategy, LLC


Linda Ding
Director of Strategic Marketing


Roxanne McNamer
Wealth Management Technology Platform Manager, Product and Platform Operations
RSM US Wealth Management LLC


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement