Watch Again: $500M+ Advisor Moves And Trends For 2023
Spartan Advisory Partners
We help Wealth Advisors understand their options. $200Bn+ assets successfully transitioned.
Rewatch our webinar featuring? Pete Secret CEO of Spartan Advisory Partners, as he provides a comprehensive review of recent $500M+ wealth management teams moves and trends for the remainder of 2023.
In this webinar, you will hear from one of the most respected leaders in the financial advisory industry as he shares his insights on the most significant changes and recent trends. Pete will provide a deep dive into the moves made by the top wealth management teams.
Gary Hernandez, Managing Director at Spartan Advisory Partners, joins Pete for this webinar, providing additional perspectives and expertise on the wealth management industry. Together, they discuss the impact of these moves on the industry as a whole and what we can expect to see in the coming years.
Whether you are a financial advisor looking or stay on top of industry trends to want to understand the landscape of wealth management, this webinar is a must-watch. Gain valuable insights from two of the most respected leaders in the industry.
Full Link: https://www.dhirubhai.net/video/event/urn:li:ugcPost:7048691636926631938/