With many industry benchmarking studies showing a decline in organic growth for RIAs, the urgency to find new ways to drive growth is becoming increasingly more important. Particularly now as advisors’ “bread and butter” clients – baby boomers – stop saving as they begin to spend their retirement savings. Accordingly, join us for an interactive webinar featuring Anders Jones, CEO of Facet Wealth and Olivia Eisenger, GM, Advisory at Apex Fintech Solutions Inc. to dig into recent industry data and trends featuring new business models, methods and opportunities that today’s modern advisors are using to build digital + human organic growth engines.
Attendees will learn:
- How to help turbo charge their organic growth efforts.
- About new opportunities to help expand their addressable market and serve more clients.
- About new technologies that are aimed to bring operational efficiencies and scale to their businesses so they can continue to grow, compete and succeed in today's more complex and competitive marketplace.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Anders Jones
CEO
Facet Wealth
Olivia Eisinger
GM, Advisory
Apex Fintech Solutions
Timothy D. Welsh, CFP® - Moderator
President, CEO and Founder
Nexus Strategy, LLC
Davis Janowski - Host
Technology Editor
WealthManagement.com
