2 Minutes on BrightTALK: Planning Your Firm's Future

Presented by

David Canter, EVP, Practice Management and Consulting, Fidelity Institutional Wealth Services (IWS)

About this talk

David Canter shares how financial advisors should start planning for new talent acquisition and how your firm must build its KPIs around its client base.

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The US Financial Advisors Channel 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.