Earn CE Credit | Exclusive Survey Findings
| | | Survey Findings: How Independent Advisors Are Weathering Industry Shifts |
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| | DATE:
Tuesday
October 8, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Get an exclusive look into what’s driving the success of other firms and how you can level up your own practice. In Betterment Advisor Solutions’ 2024 Advisor Survey, they asked 500 independent advisors to share how they’re navigating the industry, embracing tech, and winning big in an ever-shifting landscape. The survey is packed with industry insights, current trends, and tips for growing your practice. Join this webinar to learn more about trends affecting your peers and consider how your firm stacks up.
Insights in this webinar include:
The rise of Millennials: Nearly 75% of advisors surveyed are Millennials, aligning with the needs of Millennial investors who are becoming high-value clients AI and technology adoption: 4 out of 5 advisors are using AI, with 64% of the rest planning to, making technology critical to efficient practice growth Improving client experiences: 43% of advisors would dedicate more time to financial planning and client meetings if they had the resources Retirement planning focus: Over 80% of advisors manage 401(k) plans, with many more planning to add this service |
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| EARN CE CREDIT | | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour. | | |
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| | | Thomas Moore Head of Betterment Advisor Solutions |
| | | Alison Considine Director of Strategy & Business Development Betterment Advisor Solutions |
| | | Devon Klumb CFP®, BFA™ Head of Sales Betterment Advisor Solutions |
| | | Davis Janowski - Host Technology Editor WealthManagement. com |
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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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