Pursuing Growth Amidst the Challenges Faced by Today’s Financial Advisors

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Speakers:

Robert Fragasso, CFP BOARD EMERITUS®

Chairman and Chief Executive Officer at Fragasso Financial Advisors

Bob has combined his experience in the industry with his entrepreneurial spirit, carefully constructing a vision that has positioned the firm for growth and longevity. Bob has been honored by many national and local organizations including Barron’s Magazine and is frequently asked for his investment insights by local and national media, including Pittsburgh Post-Gazette, Pittsburgh Business Times, Wall Street Journal, and Forbes.com. He has shared his entrepreneurial wisdom in his book, Starting Your Own Practice: The Independence Guide for Professional Service Providers.

Daniel Dingus, CFP®, AIF®, MBA

President, Executive Director of Portfolio Management @Fragasso Financial Advisors

Daniel oversees the development and implementation of strategic direction across each department. Having spent several years in portfolio management, Daniel was instrumental in creating and refining Fragasso’s investment discipline. Daniel has over 25 years of experience in the industry.

We see these headlines in the industry publications constantly: more consolidation, reductions or outright elimination of revenues, and regulatory changes. But if you read between the lines, you can identify several opportunities… for you and for your clients. Watch Bob Fragasso and Daniel Dingus, discuss how to turn current industry challenges into opportunities and elevate yourself and/or your business in the process.

Ask yourself, how do you want to spend your time and who do you want to spend it with? What is holding you back from achieving your goals?

This presentation will cover the shifting industry landscape, how it is impacting advisors, and what solutions are available to support you, such as:

  • Overcoming endless demands from your clients, employers, employees, regulators, etc.
  • How one can benefit from streamlined processes, technology systems, and organizational management.
  • Gaining the necessary time required for practice growth, client relationships and business development.

The content of this webinar is applicable to financial advisors currently employed by an investment firm, bank or insurance company, independent advisors who own a practice, advisors employed by an independent advisor, and those exploring a succession plan.