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December 2013 - Attention RIA Owners Webinar


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If you own a successful RIA firm, you probably already sense that things in your industry are changing...

But are you prepared to profit from these changes or will your firm have to fight just to endure them?

On this MUST SEE webinar, we'll walk you through the culmination of 13 years of research by some of the best and the brightest in the industry...

And share with you their startling insights on how the next decade could make or break firms like yours.

What you'll learn:
-How the past 20yrs have shaped the industry (and why you should care)
-The 5 Forces that will drive the next phase of the industry's evolution
-The best & worst business models for dealing with the "new wealth management reality"
-How to protect your business, your lifestyle and the future value of your firm...and what will happen if you don't
-How to blindside your competition with a competitive advantage they won't see coming

Are you an owner or senior leader of a successful RIA firm with:
-A planning focus;
-$500M+ in AUM;
-A wealth management promise to existing high net worth clients, and;
-A desire to grow and serve more HNW clients?

Published in: Education
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