CE webinar credits - Strategies from industry experts on mergers, client relationships, and strategic partnerships
| | | Charting Your Course: Strategies for Thriving in Today's Financial Market |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Staying relevant in today's dynamic financial market means taking risks and embracing challenges to reap future rewards. But not all blueprints for growth are the same.
Join us for an interactive webinar with industry experts on what makes successful firms lead the pack. We’ll explore the intricacies of mergers and acquisitions, organic growth, and strategic partnerships. By understanding these pathways, firms can navigate and capitalize on opportunities to thrive in an ever-changing market.
Key takeaways:
The motivations and challenges with M&A transactions The importance of client relationships, referrals, and brand reputation in driving organic growth How to identify potential partners, such as complementary service providers or industry disruptors, and explore the benefits of collaboration Discuss methodologies for assessing the financial health, regulatory compliance, and cultural compatibility of target firms |
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CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | Nikolee Turner Director, Business Consulting and Education Schwab Advisor Services |
| | | Kevin Moran President and Chief Operating Officer AlTi Tiedemann Global |
| | | Kevin Moran Managing Director, Corporate Development Mariner |
| | | David Armstrong - Moderator Executive Director, Content WealthManagement.com, Informa Connect |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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