Webinar Series with Facet

Thrive in—Don’t Just Survive—the Next Market Downturn

Though we can’t know when the next market downturn will occur, you can and should prepare for it. In fact, preparing for a recession is good business management and helps build healthier, more sustainable, and opportunistic advisory firms. Chief Evangelist of Facet Wealth, Brent Weiss, and industry expert Michael Kitces walk you through how to: 

  • improve the financial health of your firm
  • focus on capital (human, financial, and technological)
  • be a healthier advisor in your business, and 
  • create capacity for growth

Brent and Michael delve into how to invest in your business during a recession, turning the uncertainty of the market into an opportunity for growth.

Looking for more?

Explore some additional resources like our Survey Results—RIA Capacity and Segmentation Practices webinar, where we analyze illuminating data provided by over 300 RIAs.

Ready to get started?

Interested in giving the best service to all your clients while increasing your profit margins? Contact one of our practice management experts today.