Name
Case Study #1 - Firms Aren’t Growing Net New Assets
Date & Time
Tuesday, December 3, 2024, 8:45 AM - 9:20 AM
Description

Firms Aren’t Growing Net New Assets - Tony Mazzali, CG Financial 

Cerulli Article – https://www.wealthmanagement.com/business-planning/rias-aren-t-growing-and-it-s-problem-we-need-fix

  1. Why?  
  1. Do they want to? Why? How? How much?  
  1. What are the hurdles?  
  1. How can others help? What can we do in our firms?  
  1. Action Item: Yes/No