Suresh Sadagopan, Founder, Ladder7 Financial Advisories
The mutual fund advisory/distribution space has witnessed a sea change from the era of getting clients cheques/forms to now transacting through a click of a button. The focus has shifted from facilitating transactions to delivering a wow experience to clients.
Products have been commoditised and investing is getting democratised by the rise of digital channels.
Thanks to social media, clients today have a lot more information than they had a decade back. In an era where margins are shrinking, competition is heating up, millennials are entering the investing fray, number of affluent families are rising, and passive funds are fast making inroads, how can advisers/mutual fund distributors adapt themselves to stay relevant?
Suresh Sadagopan founder of Ladder7 Financial Advisories will share how he transitioned from an MFD to RIA, operating a fee-only practice. He will also talk about the key trends that will shape the future of advice and how advisers/MFDs can thrive in this industry. So do not miss this webinar to be held on May 7, 2021 at 4 PM.