If we have learnt anything from the ongoing COVID-19 crisis it’s that a solid business structure is imperative to survive in unprecedented times, and to ensure a long successful future. The coronavirus crisis will undoubtedly erode wealth managers’ profit margins and test client loyalty, but RIA firms built on trust, strong marketing skills and good technology can make inroads amid the chaos. This panel will discuss what it takes to create and sustain a leading RIA firm, how advisors can turn their practice into a lasting business, what plans should advisors have in place to thrive in all markets? And, what should RIAs be doing to stay relevant and maintain the trust of their clients?
For more information, please contact:
Lauren Feldman
212 224 3689
