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Past Webinars On Demand

Part 1: Optimizing Growth and Scale

 

Report and Webinar

Part 1: Optimizing Growth and Scale 

Registered Independent Advisory (RIA) firms are combining at a furious and unprecedented rate. As industry consolidation gains momentum, Barron's Wealth & Asset Management group analyzed data on how 42 elite RIA firms are navigating through this environment of great change.  
Part 2: M&A Frenzy: Maximizing Revenue

 

Report and Webinar

Part 2: M&A Frenzy: Maximizing Revenue

Registered Independent Advisory (RIA) firms are combining at a furious and unprecedented rate. As industry consolidation gains momentum, Barron's Wealth & Asset Management group analyzed data on how 42 elite RIA firms are navigating through this environment of great change. 
Michael Kitces on M&A, Crypto, and Business Continuity Planning

 

Webinar

Michael Kitces on M&A, Crypto, and Business Continuity Planning

In this engaging, high-energy conversation, the financial planner, commentator and blogger riffs candidly about what advisors must know to thrive today with Ray Sclafani, founder and CEO of ClientWise, Barron’s exclusive advisor-coaching partner, and Jack Otter, Global Head, Wealth & Asset Management, at Barron’s Group.
 
Unlocking the Future: Growth

 

Report and Webinar

Unlocking the Future: Growth

Advisors faced unparalleled challenges over the past year that tested their limits. Yet, in a survey of 800 elite financial advisors, we found they not only weathered the storm but outperformed nearly every major benchmark in comparison to prior years. So what changed, and more importantly, what lessons should advisors hold onto to maintain prolonged success moving forward?
 
Unlocking the Future: Business Continuity

 

Report and Webinar

Unlocking the Future: Business Continuity

Business as usual was disrupted by a global crisis, but the best advisors in the nation adapted their practices to ensure no lapse in business continuity. Investments in technology and digital marketing enabled advisors to foster deeper and more meaningful relationships with not only their clients but also their teams in a remote work environment over the last 12 months.