Date: Wednesday, October 25, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Editorial Webcast Sponsored by: Dynasty Financial Partners

For financial advisors, the wealth management industry has changed radically in recent years, addressing the increasing competitiveness of the advice business, and giving advisors more flexibility and resources. Financial advisors now have far greater access to new ways to run their practices, grow their business, and work with clients to expand their investing and planning opportunities, all via the independent channel. As a result, going independent is more attractive to employee advisors, as well as existing RIAs looking to further grow their business.

Join this complimentary webcast to discover cutting-edge approaches and strategies for advisors on being fully independent. You’ll learn:

• Leading mistakes observed by Dynasty and other sources in the RIA marketplace
• Key industry topics that are often overlooked but should not be ignored
• What it means to “build a growth culture” within an RIA and how to achieve it
• Developing the next generation of independent advisors
• Why so many M&A transactions in the RIA industry end in failure and strategies to ensure success

Speakers: 

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Gordon Ross | Chief Client Officer | Dynasty Financial Partners

Jarrod Upton, CFP®, MBA, MS | COO and Senior Consultant | Herbers & Co

Date: Wednesday, October 25, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Editorial Webcast Sponsored by: Dynasty Financial Partners

For financial advisors, the wealth management industry has changed radically in recent years, addressing the increasing competitiveness of the advice business, and giving advisors more flexibility and resources. Financial advisors now have far greater access to new ways to run their practices, grow their business, and work with clients to expand their investing and planning opportunities, all via the independent channel. As a result, going independent is more attractive to employee advisors, as well as existing RIAs looking to further grow their business.

Join this complimentary webcast to discover cutting-edge approaches and strategies for advisors on being fully independent. You’ll learn:

• Leading mistakes observed by Dynasty and other sources in the RIA marketplace
• Key industry topics that are often overlooked but should not be ignored
• What it means to “build a growth culture” within an RIA and how to achieve it
• Developing the next generation of independent advisors
• Why so many M&A transactions in the RIA industry end in failure and strategies to ensure success

Speakers: 

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Gordon Ross | Chief Client Officer | Dynasty Financial Partners

Jarrod Upton, CFP®, MBA, MS | COO and Senior Consultant | Herbers & Co