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Industry Landscape

 

HOST

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

 

Thursday

May 10, 2022

2:00 PM ET

11:00 AM PT

 

 

 

 

The Industry Landscape: What’s driving movement and where are advisors going?

 

The wealth management industry has been on an evolutionary streak, where new models seem to be born almost daily. And having a clear understanding of the environment you’re building your business in is critical—regardless of whether you have a desire to move or not. 

 

This webinar takes a 2-step approach to providing an overview of the landscape and identifying some of the most attractive landing spots for advisors:

  • New options have challenged the status quo for every advisor and presents a waterfall of exciting possibilities. What’s changed and why?
  • With movement at record levels, where advisors are choosing to live their business lives is very different than it was in years past. Where are advisors going and why?

 

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CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Louis Diamond

President
Diamond Consulting 

 

 

 

PRESENTER

Mindy Diamond

CEO
Diamond Consulting

 

 

 

SPONSORED BY:
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