The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Michael Bryan, CEO of Triad Hybrid Solutions, to provide their unique leadership perspectives on how the past and present are impacting the trajectory for the financial services industry of the future.
Key insights provided during the conversation include:
*strategies advisors and firms can utilize now to gain momentum and market share.
*understanding financial services as a relationship business and the importance of the firm-advisor partnership.
*the operational efficiencies gained when practitioners engage with technology solutions.
*a behind-the-scenes look at the Advisor Group acquisition of Triad.
*the regulatory and technology shifts that have impacted – and will continue to impact – the RIA space.
The financial services industry is transforming and keeping an eye to the future is paramount for advisors and firms alike. Take advantage of this opportunity to listen and learn so you take decisive action forward and don’t get left behind.