Advisors have extra flexibility than ever earlier than to discover a path to a brand new sort of independence – and the elevated skill to safe assist that aligns with their skilled and private targets. Nevertheless, this flexibility additionally comes with a brand new set of issues to judge earlier than touchdown on the most effective match. Be a part of us for a dialogue with prime trade leaders on the proliferation of RIA enterprise fashions and what advisors ought to think about earlier than making a transfer.
This webinar will cowl:
- How and why advisor enterprise fashions have advanced
- The vary of impartial choices providing various ranges of management and assist
- Prime advisor issues when making a transfer
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Jeff Dekko
Chief Govt Officer
Wealth Enhancement Group
Rick People
Head of Custody Gross sales
Constancy Investments
Bob Oros
Chairman and CEO
Hightower Advisors
Shannon Spotswood
Chief Govt Officer
RFG Advisory
David Lenok – Host
Senior Wealth Planning Editor
WealthManagement.com
