More than a third of the nation’s largest RIAs lost AUM in the past year, including many of the largest firms, according to Financial Planning’s 6th annual RIA Leaders ranking. Is this decumulation? Or are other factors impacting asset levels and revenues? And what are advisers doing about it?
During this informative web seminar, advisers will learn which strategic plans have been most successful in offsetting AUM declines, or reversing them entirely. Planners will ascertain how certain approaches, such as holistic planning, marketing campaigns or generational targeting have worked for peers and competitors, and be given the opportunity to examine whether these stratagems are a fit for their own practice.
Additionally, advisers will learn best practices for engaging younger clients, offsetting the danger of wealth transitions and working within regulatory guidelines to ensure their firm's sustainability and growth.
This webinar features two to three of the industry's most distinguished RIAs, who are cracking the code of growing AUM. These professionals will discuss their successful methods to increase their client base, identify the risks of decumulation and invest in the best new engines of growth.