Explore recent survey insights with us in a webinar by Wealth Management IQ and Marsh McLennan Agency.

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

DATE:
Thursday
October 12, 2023

TIME:
2:00 PM ET
11:00 AM PT

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.

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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