Adapting to the Disruptive Forces in the Wealth Management Industry
About this talk
Eligible for one CFP Board® and one IMCA® CE credit
The investment and wealth management is evolving rapidly, forcing advisors to rethink and fine-tune their underlying value propositions. In this webinar, Scott Welch will describe the simultaneous disruptive forces shaping our industry and explain how advisors can deliver a differentiated client experience. You will learn how to:
•Modernize your client-service routines in a world where freely available information and social media are creating higher client expectations and demands;
•Accommodate changing investor demographics and stem losses from generational transfers;
•Complete more effectively in an increasingly commoditized, low-return market environment; and
•Justify your revenue model in an era of increasingly downward fee pressure.
Scott will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
The CFP Board has accepted this program for 1 hour of CE credit towards the CFP® certification. In addition, IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.