There’s uncertainty about the direction of the advisory business, from fiduciary regulations to mounting client concerns about transparency. But the industry’s disruption is also an opportunity for advisors.

How can planners best position themselves to prospective clients, and how can they strengthen bonds with existing clients? We’ll discuss with two experts how wealth managers can thrive in this new environment, from branding and prospecting to client communications and strategies.

Key Speakers

Jeremy Jackson
Founder, SKY Marketing Consultants, LLC
David Karp
Founding Partner, PagnatoKarp
Andrew Welsch
Senior Editor On Wall Street