RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.
As information and AI become more available, the human connection will emerge as the only differentiator for advisors seeking nextgen clients, according to speakers at Wealth Management EDGE.
RIAs can unlock organic growth by “getting out of the grind” and creating repeatable operations to bring in new clients, said speakers at Wealth Management EDGE.
The group is the latest sign of the Board’s focus on AI; last month, it released an AI-assisted test prep course and unveiled compliance checklists for advisors using Gen AI earlier this year.
When Hurricane Helene hit her town last fall, financial advisor Beth Bosworth didn’t buckle under the pressure. Instead, she rallied with neighbors to help the community and her family rebuild.
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