Part 1 of a 2-part WealthManagement.com Webinar featuring Mindy Diamond and Louis Diamond
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?