The recent fifth-annual Advisor Authority survey found that over half of advisors fear an economic recession within the next twelve months. Though we can’t know when the next market downturn will occur, you can and should prepare for it. In fact, preparing for a recession is good business management and helps build healthier, more sustainable and opportunistic advisory firms. Newly appointed Chief Evangelist of Facet Wealth, Brent Weiss, and industry expert Michael Kitces will walk you through how to:
- improve the financial health of your firm
- focus on capital (human, financial, and technological)
- be a healthier advisor in your business, and
- create capacity for growth
Join Brent and Michael as they delve into how to invest in your business during a recession, turning the uncertainty of the market into an opportunity for growth.
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
Brent Weiss CFP®, ChFC® - Presenter
Co-Founder and Chief Evangelist
Michael Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL - Presenter
Partner and Director of Wealth Management
Pinnacle Advisory Group
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement