September 25, 2024
Date: Sep 25, 2024
Duration: 1 Hr
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Looking across industries, consistent, long-term growth can be elusive for many companies. But firms that consistently outperform their peers tend to have an approach to growth that’s intentional and integrated.*
While market appreciation, M&A, and recruiting have been significant growth drivers, organic growth is what wealth managers can best control. Join us as Fidelity Investments and three growth-oriented RIAs discuss key levers of organic growth:
Creating a thriving team to drive growth
Enhancing your platform capabilities to fuel advisor growth
Optimizing your client base to help capture assets before and when they transfer
Refreshing your offering to meet the evolving needs of your clients
*According to research published by Harvard Business Review.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Sponsored by
Krystle Murray
Regional Vice President, Relationship Management
Fidelity Investments
Dee Ann Remo, CFP®, PFS, CPA
CEO
Heritage Wealth Advisors
Frank Bub
Senior Director, Head of Wealth Management Consulting
CAPTRUST
Bo Hanson, CFA, CFP®
Partner and co-founder
Abound Wealth
David Armstrong - Host
Executive Director, Content, WealthManagement.com
Informa Connect
