ON DEMAND: When Disruption Comes Calling: Why Thriving RIAs of Tomorrow Look Different from Today

For years research reports and market leaders warned of a mammoth wave of change barreling toward the financial advisory industry…that wave is here! Gone are the days of limited service offerings, ineffective use of technology, automatic double-digit market returns, and keeping the status quo. Navigating this brave new world requires enlightening the RIA Industry’s approach to talent, client experience, growth and development. Is your firm prepared?

Watch the replay of this expert roundtable discussion where we covered these and other essential topics driving the RIA market.

Moderator: Ryan George, CMO of Docupace

Panelist #1: Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® | Founder & CEO of Concurrent Financial

Panelist #2: Rob Sandrew | Chief Growth Officer, Integrated Partners

Panelist #3: Shannon Spotswood | President, RFG Advisory