RegVerse’s Post

We're halfway through #RIAActivate California! 🎉 Here’s a quick recap of today’s inspiring sessions: 🔹 Unlocking the Talent Pipeline: Shelby Nicholl (Catalyst, Muriel Network), JC Abusaid (Halbert Hargrove), Alanah Phillips, MBA (The American College of Financial Services), and Tamara Williams (The Williams Consulting Group) shared strategies to attract, incentivize, and retain NextGen advisors for a future-ready workforce. 🔹 Macro Picture, Asset Allocation & Blind Spots: Charles "Chuck" Failla, CFP® (Sovereign Financial Group, Inc) and Ryan Dykmans, CFA (Dunham & Associates) unpacked economic insights post-election, including potential impacts on asset allocation and key risks. 🔹 Mastering M&As to Grow Your Practice: Moderator Michael Wunderli (ECHELON Partners), Sandra Cho (Pointwealth Capital Management), Vincent Gimarelli (AssetMark), Jordan Greenhouse (Lido Advisors, LLC), and Jonathan Hoy (Perigon Wealth Management, LLC) shared best practices and timing strategies for acquisitions to enhance firm value. 🔹 How AI Can Work for You: Gabe Rissman (YourStake), Ivan Illán, AIF®, CFS® (Aligne Wealth Advisors Investment Management (AWAIM®)), and Sid Yenamandra (Surge Ventures) discussed AI's transformative impact, from trend analysis to regulatory compliance. Stay tuned as we continue to dive into these topics and more! Don’t miss out on the key strategies, tools, and insights transforming the RIA industry. Follow along for the latest updates! Find out more here: https://hubs.la/Q02X-mPm0 #WealthManagement #FinancialAdvisors #Innovation #FinancialAdvisors