State of the Industry Webinar: Partnership options for RIAs
This new, live webinar, airing July 27 at 4 p.m. ET (1 p.m. PT), features the award-winning founders of Allworth Financial presenting attendees with key industry news, information, succession planning guidance, and a examination of the quickly evolving state of the advisory sector.
- What a successful succession plan really looks like
- Why 63% of principals have yet to finalize a plan for their future
- How the industry has evolved and where it’s headed
- Best practices that all RIAs should be following
“Partnership options for RIAs” Webinar Schedule:
- Wednesday, July 27th
- 1:00 p.m. PT / 4:00 p.m. ET
- Co-hosts: Allworth CEOs Scott Hanson and Pat McClain.
Allworth’s live State of the Industry webinar series: Created for advisory firm principals … by advisory firm principals.