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Shaping Future Success: Financial Advisors Embrace Convergence, Growth, and Technology

Available On Demand

Discover how financial advisors are shifting their focus from immediate market worries to long-term strategies as markets rebound. Wealth Management IQ recently conducted a survey with Marsh McLennan Agency to explore how advisors are blending retirement planning advice with wealth management to meet client demands for comprehensive financial guidance.

This webinar will present the results from that research, discuss growth in this convergence and delve into achieving scalability for future business sustainability. Specifically, the webinar will cover:

  • Why over 79% of firms are now adopting hybrid models, up from 74% last year.
  • How advisors are diversifying growth strategies, including institutional client opportunities.
  • The pivotal role of technology in scaling advisory firms and integrating services.
  • Insights into advisors' evolving focus on long-term strategies and succession planning.

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

Produced by



Sponsored by



David Armstrong - Moderator
Executive Content Director
Wealth Management | Informa Connect


Kristin Letourneau, PhD
Vice President, Research
Informa Engage


Craig Reid
MMA Securities LLC




TAGS: Resources