Charting Your Course: Strategies for Thriving in Today's Financial Market

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

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

Key takeaways:

  • The motivations and challenges with M&A transactions.
  • The importance of client 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 compatibility of target firms.

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

Brought to you by


Sponsored by

David Armstrong – Moderator
Executive Director, Content, Informa Connect

Nikolee Turner
Director, Business Consulting and Education
Schwab Advisor Services

Kevin Moran
President and Chief Operating Officer
AlTi Tiedemann Global

Kevin Corbett
Managing Director, Corporate Development