Tuesday, May 24, 2022
HomeManaging MoneyWhat’s using motion and the place are advisors going?

What’s using motion and the place are advisors going?


The wealth control business has been on an evolutionary streak, the place new fashions appear to be born virtually day-to-day. And having a transparent figuring out of our surroundings you’re construction your small business in is important—without reference to whether or not you’ve gotten a want to transport or now not. 

This webinar takes a 2-step option to offering an summary of the panorama and figuring out one of the vital most enticing touchdown spots for advisors: 

  • New choices have challenged the established order for each marketing consultant and gifts a waterfall of thrilling probabilities. What’s modified and why?
  • With motion at file ranges, the place advisors are opting for to are living their trade lives may be very other than it was once in years previous. The place are advisors going and why?

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit had been carried out for and are pending approval.

Introduced by means of

 

 

 

Louis Diamond

President

Diamond Consulting

 

Mindy Diamond

CEO

Diamond Consulting

 

David Armstrong – Moderator

Editor-in-Leader and Govt Director of Content material and Person Engagement

WealthManagement.com

 

 



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