✨ Special Guest Matt Reiner: Shaping the Future of Your Wealth Management Firm by 2035 (Free Webinar)

If you're not thinking long-term, you risk falling behind as technology, client expectations, and demographic changes reshape the industry.

Marketing strategy for independent financial advisors. View in your browser. Start Future-Proofing Your Business Now! REGISTER NOW Wealth management firms today are often focused on the next one to three years, but the biggest shifts in the industry are happening over the next decade. If you're not thinking long-term, you risk falling behind as technology, client expectations, and demographic changes reshape the industry.   With special guest Matt Reiner, a leader in wealth management innovation, join Indigo's Director of Marketing Elizabeth Reider as she hosts this exclusive (and free!) webinar as we help wealth management firms like yours future-proof their business by 2035.    Topics we'll cover include:   ✔️ Differentiate your firm and capitalize on the independence trend. ✔️ Use behavioral finance to strengthen client relationships. ✔️ Streamline your business with practical operating system tips. ✔️ Discover how AI and technology will transform wealth management. ✔️ Attract and retain younger clients with personalized services.   Don't wait—register now to start shaping the future of your firm today! REGISTER NOW Copyright © 2024 Indigo Marketing Agency, All rights reserved. Thanks for signing up to receive marketing strategies for independent advisors! Our mailing address is: Indigo Marketing Agency 9437 S Santa Monica Blvd #207 Beverly Hills, CA 90210 Add us to your address book Want to change how you receive these emails? You can update your preferences or unsubscribe from this list