Staying relevant in today's dynamic financial market means taking risks and embracing challenges to reap future rewards. But not all growth plans are the same.

Join us for an interactive webinar with industry experts on what makes successful firms lead the pack. We will explore the intricacies of mergers and acquisitions, organic growth and strategic partnerships. By understanding these pathways, firms can navigate and take advantage of opportunities to thrive in an ever-changing marketplace.

Key relationships:

• Motivations and challenges with M&A transactions.
• The importance of customer relationships, referrals and brand reputation in driving organic growth.
• How to identify potential partners, such as complementary service providers or industry disruptors, and explore the benefits of collaboration.
• Discuss methodologies for assessing the financial health, regulatory compliance, and cultural fit of target firms.

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

Brought to you by

Sponsored by

David Armstrong – Moderator
Executive Director, Content
WealthManagement.com, Informa Connect

Nicole Turner
Managing Director of Business Consulting
Schwab Advisor Services