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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?
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Presented by
Louis Diamond
President
Diamond Consulting
Mindy Diamond
CEO
Diamond Consulting
David Armstrong – Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com
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