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Is It Time To Redefine "Going Independent"?

DATE:
Wednesday
October 23, 2024

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

DURATION:
60min

Advisors have more flexibility than ever before to find a path to a new kind of independence – and the increased ability to secure support that aligns with their professional and personal goals. However, this flexibility also comes with a new set of considerations to evaluate before landing on the best fit.

Join us for a discussion with top industry leaders on the proliferation of RIA business models and what advisors should consider before making a move.

This webinar will cover:

How and why advisor business models have evolved
The range of independent options offering varying levels of control and support
Top advisor considerations when making a move

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Bob Oros

Chairman and CEO

Hightower Advisors

Jeff Dekko

Chief Executive Officer

Wealth Enhancement Group

Rick Folk

Head of Custody Sales

Fidelity Investments

Shannon Spotswood

Chief Executive Officer

RFG Advisory

David Lenok - Host

Senior Wealth Planning Editor

WealthManagement.com

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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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