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AICPA & CIMA ENGAGE 2021


PFP2120 - PFP2120. Heightened Challenges, Opportunistic Growth


Jul 27, 2021 11:15am ‐ Jul 27, 2021 12:30pm

Standard: $49.00

Description

The global pandemic has accelerated the need for financial advisors to adapt and innovate to stay relevant and grow in 2021 and beyond. While many advisors have struggled to adapt, elite practices have been able to make the subtle, yet significant adjustments to their strategies and tactics to gain market share during these challenging times.

The Business Strategy team at Goldman Sachs has identified the 5 Tactical Themes that they believe will help Financial Advisors stay ahead of the curve in 2021 and beyond. These tactics are the by-product of a recently completed global survey as well as thousands of client interactions around the world during the global pandemic.

Learning Objectives:
  • Identify the greatest macro threats to the financial services industry
  • Recognize the 5 greatest and current areas of focus for financial advisors globally
  • Prepare to gain near-immediate momentum through editable tools and templates

Speaker(s):

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