On-Demand

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!

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Meet The speakers

Michelle Wong
Founder of Nifty Advisor Support
Ryan Shanks
Founder & CEO at FA Match
Matt Fritsch
Director of Channel Marketing at Riskalyze
"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
- ALLISON, ADVISOR IN CALIFORNIA
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
- YO, ADVISOR IN CALIFORNIA
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"
- DAVID, ADVISOR IN CALIFORNIA

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