Gain Insight into the Future of Financial Advising – Watch Now!

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

Webinar 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 recorded webinar presents the results from that research, discusses growth in this convergence and delves into achieving scalability for future business sustainability.

Specifically, the webinar covers:

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

Hundreds of your peers already joined for the live event. Don't miss a chance to view the recorded presentation at your convenience.

Craig Reid

President

MMA Securities LLC

David Armstrong - Moderator

Executive Content Director

Wealth Management | Informa Connect

Kristin Letourneau, PhD

Vice President, Research

Informa Engage

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