Adam Schwartz, Director of Enterprise Business Development, and Scott Cohen, Director of Business Start-Up Consulting at Schwab Advisor Services, are joined by Andrew Marsh, Vice Chairman, Dynasty Financial Partners, and Brandon Kawal, Partner, Advisor Growth Strategies for a discussion on choosing the right business model when transitioning to an RIA.
WEBCAST – Navigating a Move to the RIA Model: 5 Questions to Consider When Evaluating Independence
Choosing to break away can be full of unknowns. Get the facts and answers to your most pressing questions about the independent Registered Investment Advisor (RIA) model in our upcoming webinar hosted on RIA Channel.
Join Schwab’s Director of Enterprise Business, Adam Schwartz, as he hosts three industry leaders who’ve helped fuel the aspirations of entrepreneurial advisors for years: Scott Cohen, Director of Business Start-Up Consulting at Schwab Advisor Services, Andrew Marsh, Vice Chairman at Dynasty Financial Partners, and Brandon Kawal, Partner at Advisor Growth Strategies.
This in-depth, off-the-cuff conversation covers:
- Growth in the RIA channel
- Considerations when evaluating independence
- Finding the right RIA model for you
Don’t miss out, register today.
Accepted for 1 CFP® / IWI / CFA CE Credit