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This notice applies to the following domains: event.webcasts.com

Teaming up: How to expand your practice through partnerships

Thurs , May 3 | 4:00pm-5:00pm ET


In an expanding market with rising costs and competitive pricing, it can be a struggle for registered investment advisers to compete. 

Gone are the days of hanging a shingle and hoping for the best as you go it alone. So, what can firms like yours do to thrive and survive against larger players?

The key is to partner and team up with other small firms and recruit younger advisers to join you. 

Register today for this exclusive webcast where leading industry experts and other advisers can share their secrets to success. 

On this webcast we will discuss
:
  1. How teaming compares with going alone as a solo practitioner
  2. The greater resources that come with joining a team
  3. Mentoring and succession planning with a young thriving team

Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.


 
Panelists
 
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Ryan O'Donnell
Co-Founder
The O’Donnell Group
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Joseph Fusaro
Director of Operations
SEIA
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Charlie Phelan
Vice President, Practice Management and Consulting
Fidelity Investments


Moderator
                                                                                                                      
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Jeff Benjamin
Senior Columnist
InvestmentNews





 

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