Thought Leadership for Financial Advisors

Channel profile:

Business insight for RIAs and fee-only FAs

Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.

Subscribers (7,669)
What the TECH! Wealth Management’s rampant conqueror or unknown saviour? Sebastian Dovey, Owner, Scorpio Partnership Everyone is becoming accepting of the fact that technology has a role in the client experience and client journey within the wealth management industry.

Many are better understanding the impacts on the operating costs for service delivery. While some have completely embraced the cost saving advantages to such an extent that they have stormed onto the scene and gaining market share.

This rising presence of technology has brought about a new and unique relationship management standard. One that takes several steps away from the long standing traditional lorels of relationship management. However, it has allowed firms to take many a step closer to the ultimate focus, the client and their needs.

Scorpio Partnership explores the current state of our industry and attempts to answer the new big questions that should be on everyone’s minds:
How is technology really going to transform the wealth management landscape?
What does this trend really mean for traditional wealth management?
Read more >
Jun 25 2015
34 mins
Play
  • Live and recorded (214)
  • Upcoming (2)
  • Date
  • Rating
  • Views

Embed in website or blog