As we approach the end of 2023, the world of wealth management is gearing up for another year of transformation and challenges. To equip you with the knowledge and insights you need for a successful 2024, we are excited to invite you to our upcoming webinar, Top Priorities for Wealth Management Leaders in 2024, featuring guest speaker Arthur Osman, Founder and Managing Director of Arthur Osman & Company.


Why Attend?

Annual business planning is crucial for wealth management leaders and their teams. It’s the time to assess the current landscape, anticipate future trends, and formulate strategies to ensure your organization’s success. In this webinar, we will explore the top priorities for wealth management leaders in 2024 and provide actionable insights on overcoming common barriers to execution.


Here’s a sampling of the key initiatives we’ll discuss:

  • Optimizing Advice Delivery and Servicing Models
  • Hiring and Developing New Financial Advisor Talent
  • Advisor Retention and Succession/Sunset Planning
  • Unifying and Integrating Retail Investments and Trust Services
  • Enhancing Organizational Support for Wealth Management Services

Don’t miss this opportunity to stay ahead of the curve and make informed decisions for the forthcoming year. Arthur Osman will provide you with actionable strategies and a clear vision of what lies ahead.


By joining our webinar, you will:

  1. Gain valuable insights into the priorities of your wealth management peers for 2024, helping you benchmark your strategies.
  2. Understand the latest trends shaping the industry and how they impact your business.
  3. Discover where to focus your time, attention, and resources to achieve your future business goals.
  4. Leverage key takeaways to craft a strategic plan that sets you on the path to success in 2024.


Webinar Details

Date: October 18
Time: 2:00 PM CT
Duration: Approximately 1 hour
Speaker: Arthur Osman, Founder and Managing Director, Arthur Osman & Company


Register for our webinar today to secure your spot and ensure you’re well-prepared for the challenges and opportunities that 2024 will bring. Join us to gain key perspectives on current trends, insights into the future, and a roadmap to plan for success. We look forward to seeing you there!