Virtual Event

Navigating Change: Insights from the Betterment Advisor Solutions’ 2024 Advisor Survey

Unlock strategies for thriving as an independent advisor in a shifting industry landscape

Oct 22, 2024 @ 10 AM PT / 1 PM EST

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What are the key insights that can help independent advisors thrive in a rapidly changing industry? In Betterment Advisor Solutions’ 2024 Advisor Survey, 500 independent advisors shared their experiences navigating industry changes, embracing technology, and achieving success. This webinar with Thomas Moore, Head of Betterment Advisor Solutions, and Devon Klumb CFP®, BFA™, Head of Sales, Betterment Advisor Solutions will take an exclusive look at the findings, packed with valuable insights and actionable tips to elevate your practice.

Join us in this FREE live event to explore:

  • Key trends shaping the future of independent advisory firms
  • Successful strategies your peers are using to adapt and thrive
  • Insights on leveraging technology to enhance client service and efficiency
  • Tips for positioning your firm for long-term growth and resilience
  • Real-world examples of practices that are winning in today’s environment

If you’re ready to gain insights that can help you enhance your practice and navigate the evolving advisory landscape, don’t miss this informative session!

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