As the RIA model continues to evolve, there are a growing number of opportunities for advisers to strategically manage their own businesses and improve their overall financial performance. This live, interactive webcast will specifically explore how the economics of the advice are changing – and how advisers can actively manage revenues and expenses to drive growth by leveraging the independent model.
Date: Thursday, June 28, 2018
Time: 4-5 PM ET
This webcast will feature preliminary results from the new 2018 Pricing and Profitability Study, while our panel of experts will address a number of critical topics, including:
- How independent firm owners are managing income levels and staffing decisions
- The marketing and technology strategies that are igniting a new wave of growth for top-performing RIAs
- How the independent model and economics of independence can influence the long-term value of an adviser’s business
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 Investments & Wealth Institute®, formerly 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.
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