Fragasso Partners is helping financial advisors navigate today’s challenges through their upcoming webinar. The informative webinar entitled Pursuing Growth Amidst the Challenges Faced by Today’s Financial Advisors will feature a virtual discussion to be held on June 8th at 4 PM EST.
The presentation will be hosted by industry veterans Bob Fragasso and Daniel Dingus. The two will highlight the opportunities available for financial advisors and their clients amidst these challenges. Through a virtual discussion, Fragasso and Dingus will outline how financial advisors can recognize opportunities, elevate themselves and their business, and position themselves for growth.
In this webinar, the challenges faced by financial advisors, such as more consolidation, reductions or the eliminations of revenue and regulatory changes will be addressed. The engaging presentation will address the shifting landscape the industry is currently facing, how these changes are impacting advisors, and, more importantly, the solutions that are available to advisors to overcome these challenges. During the live webinar, advisors will learn how they, along with their clients, can benefit from streamlined processes, organizational management and technology systems. They will also discover how they can overcome the endless demands from clients, employers, regulators and employees. Further, financial advisors can gain insight into how they can gain the necessary time required to grow their practice, build client relationships and develop their business.
Daniel Dingus, president of Fragasso Financial Advisors, has extensive knowledge in the development and implementation of strategic initiatives. He had spent several years in portfolio management and played an instrumental role in creating and refining the firm’s investment discipline. Bob Fragasso is the founder, chairman and chief executive officer at Fragasso Financial Advisors and Fragasso Partners. He has received many accolades for his insights and entrepreneurial spirit. As a result, Fragasso has been featured in several media outlets, including Wall Street Journal, Forbes.com, Pittsburgh Business Times and Pittsburgh Post-Gazette.
“Ever wonder how other financial advisors are getting ahead? I’m speaking to this topic at an upcoming webinar, and I am inviting you to join in.”
This webinar is free to attend and is tailored to financial advisors who are employed by an insurance company, bank or investment firm, independent advisors who have their own firm and for those who are currently exploring succession plan options. Those who are interested must register for the webinar in advance. Bob Fragasso and Bob Dingus will host this webinar on Tuesday, June 8th and 4 pm.
About Fragasso Financial Advisors:
Fragasso Financial Advisors, Inc. is an independent, employee-owned, primarily fee-based investment management and financial planning firm. For more information on the series, visit www.fragassopartners.com.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
Media Contact
Company Name: Fragasso Financial Advisors
Contact Person: Marsha Posset
Email: Send Email
Phone: 412-227-3206
Address:610 Smithfield St., Suite 400
City: Pittsburgh
State: PA
Country: United States
Website: https://www.fragassopartners.com/