Wealthmanagement Email Newsletter: Grow Your Financial Practice with M&A, Organic Growth, and Partnerships (June 12, 2024)

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Charting Your Course:

Strategies for Thriving in Today's Financial Market

DATE:
Monday
June 17, 2024

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

Staying relevant in today's dynamic financial market means taking risks and embracing challenges to reap future rewards. But not all blueprints for growth are the same.

Join us for an interactive webinar with industry experts on what makes successful firms lead the pack. We’ll explore the intricacies of mergers and acquisitions, organic growth, and strategic partnerships. By understanding these pathways, firms can navigate and capitalize on opportunities to thrive in an ever-changing market.

Key takeaways:

The motivations and challenges with M&A transactions
The importance of client relationships, referrals, and brand reputation in driving organic growth
How to identify potential partners, such as complementary service providers or industry disruptors, and explore the benefits of collaboration
Discuss methodologies for assessing the financial health, regulatory compliance, and cultural compatibility of target firms

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Nikolee Turner

Director, Business Consulting and Education

Schwab Advisor Services

Kevin Moran

President and Chief Operating Officer

AlTi Tiedemann Global

Kevin Moran

Managing Director, Corporate Development

Mariner

David Armstrong - Moderator

Executive Director, Content

WealthManagement.com, Informa Connect

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

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Grow Your Financial Practice with M&A, Organic Growth, and Partnerships

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