Pricing, profitability and growth: The strategies of top-performing advisory firms

Thurs, Sept 27 | 4:00pm-5:00pm ET

The fastest-growing and most successful advisory firms are taking a strategic approach to managing their current and future growth. In this webcast, Gabriel Garcia, Managing Director for BNY Mellon’s Pershing Advisor Solutions and InvestmentNews will present the exclusive results of its new 2018 Pricing & Profitability Study, which will highlight how top-performing firms are growing their assets and revenues – and ultimately boosting their profits and partner incomes.

Specifically, the research and our panel of experts will:

  • Identify staffing and compensation strategies that are resulting in improved productivity and growth
  • Breakdown the financial performance and income statements of top-performing firms
  • Provide the latest industry benchmarks for fee levels and structures
In addition, all webcast attendees will be provided with the executive summaries of the 2018 Profitability and Pricing Study, as well as the 2018 Adviser Compensation & Staffing Study Update.

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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Gabriel Garcia
Managing Director
BNY Mellon's Pershing Advisor Solutions
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Matt Sirinides
Senior Research Analyst
InvestmentNews
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Brandon Odell
Partner and Director of Business Consulting
The Ensemble Practice





Moderator
                                                                                                                       
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Mark Bruno
Managing Director, Associate Publisher
InvestmentNews












Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at info_cecredits@investmentnews.com if you have any questions.


 

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