Curious about scaling your practice in 2024? Please join the experts from AssetMark as they discuss this year's top trends and winning growth tactics with advisors.

Tune in to unlock what growth-focused advisors are doing to optimize their business and stay ahead of the curve. Along with strategies to deliver more to your customers, prepare to learn:

• The biggest growth challenges and how to overcome them
• As part-time consultants they can earn a full 8 hours per work week
• How growing firms solve the problem of hiring and developing talent
• Outdated myths that prevent advisors from scaling

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Sponsored by

Christy Toland
Director, Marketing Consultant
Wealth Brand

Tricia Brady
Vice President, Business Consultant
Wealth Brand

Tim Dunneback, CFP®, ChFC®
Partner, Certified Financial Planner
Lakeshore Financial Group

Shannon Rosic – Host
WealthStack Director of Content and Solutions
WealthManagement.com