For years, research reports and market leaders warned of a massive wave of change heading toward the financial advisory industry — and now it’s here. Gone are the days of limited service offerings, ineffective use of technology, automatic double-digit market returns, and maintaining the status quo. Navigating this new landscape requires rethinking the RIA industry’s approach to talent, client experience, growth, and development. Is your firm prepared?
Watch the replay of this expert roundtable discussion covering these and other essential topics shaping the RIA market.
Moderator
- Ryan George — CMO, Docupace
Panelists
- Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® — Founder & CEO, Concurrent Financial
- Rob Sandrew — Chief Growth Officer, Integrated Partners
- Shannon Spotswood — President, RFG Advisory
