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What is the driving movement and where are the consultants going?

The wealth management industry has been on an evolutionary streak, where new models seem to be born almost daily. And it’s important to have a clear understanding of the environment in which you are building your business—whether you wish to relocate or not.

This webinar takes a 2-step approach to provide an overview of the landscape and identify some of the most attractive landing spots for consultants:

  • The new options challenge the status quo and present a cascade of exciting possibilities for every advisor. What has changed and why?
  • With the movement at record levels, where consultants are choosing to live their professional life is very different as compared to previous years. Where are the consultants going and why?

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.

presented by

louis diamond
Diamond Consulting

Mindy Diamond
Diamond Consulting

David Armstrong – Moderator
Editor-in-Chief and Executive Director of Content and User Engagement

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