Enoy our webinar “The Evolution of the Wealth Management Firm” featuring Bob Veres, Editor of Inside Information, Matthew Jackson, industry consultant and Andrew Altfest, President of Altfest Personal Wealth Management and Founder of FP Alpha, moderated by Suzanne Siracuse, CEO of Suzanne Siracuse Consulting.
The financial planning profession has entered a period of rapid evolution, but the question remains: what are we evolving towards? Our panelists discuss the various disruptions, accelerators, challenges and opportunities that exist. They also preview a new upcoming white paper, The New Frontier in Wealth Management, which outlines the characteristics of an entirely new species of advisory firm.
Discussion points will include:
- Increasing efficiency within a firm
- Providing more valuable client service
- Pioneering new marketing approaches
Take a step into the future as these industry luminaries recount the sometimes painful steps that will have to be taken to jump ahead of the evolutionary trends to create the firm of the future.