In an expanding market with rising costs and competitive pricing, it can be a struggle for registered investment advisers to compete.
Gone are the days of hanging a shingle and hoping for the best as you go it alone. So, what can firms like yours do to thrive and survive against larger players?
The key is to partner and team up with other small firms and recruit younger advisers to join you.
* Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.
Date: Thursday, May 3, 2018
Time: 4-5 PM ET
On this webcast we will discuss:
- How teaming compares with going alone as a solo practitioner
- The greater resources that come with joining a team
- Mentoring and succession planning with a young thriving team
Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.
For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.
For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.
Please contact us at firstname.lastname@example.org if you have any questions.