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

WMIQ_MMA_101223_Webinar_GettyImages-1404061030.jpg Resources>Webinars Shaping Future Success: Financial Advisors Embrace Convergence, Growth, and Technology Thursday, October 12, 2023 | 2:00 PM ET

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
President
MMA Securities LLC

 

  .uuid-e1a85ff6-8470-4216-bc6f-6816da1497b8 {height:1200px; width:100%; }

 

TAGS: Resources Related Sponsored
  • Next Article
  • Previous Article

Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.

Originally posted on: https://www.wealthmanagement.com/webinars/shaping-future-success-financial-advisors-embrace-convergence-growth-and-technology