Mastering the Moment: Why RIAs Own the Future

Date: May 21, 2020
Time: 1:00pm EST

Becky Krieger, CFP®, CPA

Managing Director, Client and Community Outreach & Shareholder
Accredited Investors Wealth Management®

Becky, a 15-year veteran of Accredited Investors Wealth Management®, is responsible for growth and marketing initiatives and is also a key player in overseeing the firm’s client family relationships. Becky is particularly energized by leading women through money discussions and guiding generations on how to grow, spend, and share wealth.

Accredited Investors Wealth Management created the widely acclaimed Wealth Management Index which guides deep conversations about money and values, leading to proactive execution and implementation. We empower clients to spend their lives wisely.

Larry Miles

Principal at AdvicePeriod

Larry Miles is a Principal at AdvicePeriod. His primary focus is on providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence. Larry is the author of It’s That Simple: How to Build the Professional Service Firm of the Future.

Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as Executive Vice President of Convergent Wealth Advisors where he was instrumental in building the business.

Larry earned a BA from Amherst College and an MSc from the London School of Economics. He has taught leadership courses at the Massachusetts Institute of Technology and is a member of Young Presidents Organization (YPO).

WHAT YOU'LL LEARN

The Registered Investment Advisor (RIA) model will be the growth story of the next decade. Its track record of success shows that independence could deliver long-term competitive advantages. And while other channels are expected to shed investment advisor market share in the coming years, the RIA model is projected to gain people power and become one of the biggest winners in asset market share. As this momentum continues to build, now is the perfect time to join the movement.

Our new webinar, Mastering the Moment: Why RIAs Own the Future, highlights five major trends that are propelling RIA firms forward. The webcast features successful independent investment advisors who share how the following trends have benefited their clients, and their firms, and themselves:

- Responsiveness to the needs of investors
- Mastering growth through M&A
- Culture-centered innovation
- Leading with technology first
- Thriving in an era of dramatic price changes

WEBCAST DETAILS

DATE: May 21st, 2020
TIME: 1:00pm EST
DURATION: 1 Hour
MODERATOR: Richard Lofgren
Disclosures

Becky Krieger, CFP®, CPA

Managing Director, Client and Community Outreach & Shareholder
Accredited Investors Wealth Management®

Becky, a 15-year veteran of Accredited Investors Wealth Management®, is responsible for growth and marketing initiatives and is also a key player in overseeing the firm’s client family relationships. Becky is particularly energized by leading women through money discussions and guiding generations on how to grow, spend, and share wealth.

Accredited Investors Wealth Management created the widely acclaimed Wealth Management Index which guides deep conversations about money and values, leading to proactive execution and implementation. We empower clients to spend their lives wisely.

Larry Miles

Principal
AdvicePeriod

Larry Miles is a Principal at AdvicePeriod. His primary focus is on providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence. Larry is the author of It’s That Simple: How to Build the Professional Service Firm of the Future.

Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as Executive Vice President of Convergent Wealth Advisors where he was instrumental in building the business.

Larry earned a BA from Amherst College and an MSc from the London School of Economics. He has taught leadership courses at the Massachusetts Institute of Technology and is a member of Young Presidents Organization (YPO).

WHAT YOU'LL LEARN

The Registered Investment Advisor (RIA) model will be the growth story of the next decade. Its track record of success shows that independence could deliver long-term competitive advantages. And while other channels are expected to shed investment advisor market share in the coming years, the RIA model is projected to gain people power and become one of the biggest winners in asset market share. As this momentum continues to build, now is the perfect time to join the movement.

Our new webcast, Mastering the moment: Why RIAs own the future, highlights five major trends that are propelling RIA firms forward. The webcast features successful independent investment advisors who share how the following trends have benefited their clients, and their firms, and themselves:

  • – Responsiveness to the needs of investors
  • – Mastering growth through M&A
  • – Culture-centered innovation
  • – Leading with technology first
  • – Thriving in an era of dramatic price changes

WEBINAR DETAILS

DATE: May 21, 2020
TIME: 1:00pm EST
DURATION: 1 Hour
MODERATOR: Richard Lofgren
Disclosures

AdvicePeriod Webinar Series

May 21, 2020 at 1:00pm est

Mastering the Moment: Why RIAs Own the Future

REGISTER NOW!

Be sure to sign-up quickly. The first 100 sign-ups will have the opportunity to ask Becky and Larry questions during the webinar.

See some of our previously hosted webinars here

.

Top