Public Webcast: State of the Ultra-Wealth Business: Confidence and Opportunities Abound
Overview
We are in the midst of the greatest opportunity in likely the most dynamic environment. Our research indicates that providers are thriving, yet challenged by the growth as well as the complexity they are encountering with their clients. During this year’s “State of the Business” webcast we will explore the current health of the business and offer our perspectives on what we have learned. We will be joined by two of our members who will share how they are managing their growth strategies.
Joseph Brooks, Managing Director, Head of Family & Individual Services, Arabella Advisors
Matthew J. Saul CFP®, CPWA®, CLU®, ChFC®, CEPA®, Founder, Saul Wealth Advisors
Mishu Din, Director of Research, Insights, and Knowledge, FOX
David F. Toth, President of Membership, FOX