On-Demand

A New (Virtual) World

On-Demand

A New (Virtual) World

Experts say the virtual workforce as a “new normal” has made one of the most monumental long-term impacts on the future of financial services. From young talent exiting major cities in droves, to managers grappling with recruiting and retaining high-performing teams entirely virtually, the day-to-day advisory business will look very different in 2021.

Join our video round table discussion and Q&A “A New (Virtual) World,” where experts in advisor recruiting, business development, and technology will discuss the many significant opportunities that lay ahead for growth-minded advisory firms, with topics including:

  • Selecting the right “digital toolbox” to master the Virtual Advisory Firm
  • Recruit higher-quality clients and advisors to your team by embracing the “new normal”
  • Building an inclusive and engaging environment for your virtual team

We look forward to seeing you there!

Meet the speakers

Michelle Wong
Michelle Wong

Founder of Nifty Advisor Support

Ryan Shanks
Ryan Shanks

Founder & CEO at FA Match

Matt Fritsch
Matt Fritsch

Director of Channel Marketing at Riskalyze