Building the Ria Business of the Future

The financial services and wealth management landscapes are constantly evolving, driven by ever-changing regulations, market forces, and emerging technologies. It can be challenging to stay ahead of the curve, especially when the stakes are so high, and the pace of change is so unpredictable. That’s where leaning into the insights and experiences of current industry leaders can make a real difference.

Advisor Circle is excited to present an exclusive webinar, specifically curated with you in mind. Our goal is to give you the resources you need to navigate the changes we’re experiencing in the industry and make the RIA business stronger and better than it ever has been! You can’t miss this line-up featuring three of the industry’s most influential and forward-thinking minds: Josh Brown, CEO of Ritholtz Wealth Management; Penny Phillips, President, and Co-founder and President of Journey Strategic Wealth; and Michael Kitces, Head of Planning Strategy at Buckingham Wealth Partners.

These 50 minutes will fly by as Josh Brown, Michael Kitces, and Penny Phillips delve into the most pressing topics facing RIAs today, from leveraging technology to enhance client communication to identifying and mitigating risks in an ever-changing environment. They’ll each share their unique perspectives, challenge one another, and provide a comprehensive view of the future of wealth management.

What you can expect from this must-attend webinar:

  • Real-life solutions: Our panel of experts will provide practical strategies and actionable insights to help you build an RIA practice that not only competes today but thrives in the future.
  • Interactive discussions: This is not your average webinar! Be prepared to engage in lively and thought-provoking conversations.
  • Exclusive access: Ask questions directly to Josh Brown, Penny Phillips, and Michael Kitces, and gain unparalleled access to their wealth of knowledge and experience.

As you navigate the rapidly changing world of financial services, it’s more important than ever to remain agile and responsive to the needs of your clients. This webinar will also explore how to effectively communicate with clients in a digital age, foster long-lasting relationships, and build trust in a world filled with uncertainty. Our panelists understand the value of client-centric approaches and will share their experiences and best practices for maintaining client satisfaction and loyalty. Learn how to strike the perfect balance between adopting new technologies and preserving the human touch that is the secret to setting your RIA business apart from the rest.

We also believe in the power of community. In addition to invaluable insights from our expert panelists, you’ll also have the chance to connect with like-minded professionals facing similar challenges and opportunities in wealth management. This webinar will provide a platform for networking, collaboration, and the exchange of ideas, enabling you to expand your professional network and learn from the experiences of others. By joining this community of forward-thinking professionals, you’ll be better equipped to adapt to change, overcome obstacles, and, ultimately, create a brighter future for your RIA business.

With the right tools and information, you can build an RIA practice that will adapt to the changing landscape and drive the industry forward. Don’t miss this opportunity to learn from the best and invest in the future of your business! Register now and embark on a journey toward building a resilient and successful RIA business that is primed for the future. We look forward to welcoming you to this exclusive webinar and supporting you in your pursuit of excellence in the wealth management industry. We’ll see you there!

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