Name: EDGE Visionary: RIA Mega Trends
Uploaded: 2023-06-08T13:00:57.358Z

Event Session

This 20-minute power session will provide advisors with a view into the trends that are influencing and impacting growth across the RIA landscape. More specifically, it will provide benchmarks for growth rates and a high-level view of the “levers” that top firms are using to accelerate growth. In addition, it will also address some of the challenges even the most successful firms have experienced from their growth – and how they have set their firms up to solve for these issues and continue to grow their businesses.

Tom Bradley and Mark Bruno will discuss trends in the industry, including insights from Schwab’s recent Independent Advisor Outlook Study.

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Mark Bruno

Managing Director, Wealth Management

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Tom Bradley

Managing Director

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EDGE Visionary: RIA Mega Trends

Investment Management