Whether it’s honing their craft, recruiting and retaining talent, or making transformative decisions, advisors are constantly assessing where they should be spending their time. Successful advisers know how to separate the important and urgent from the noise. And the best advisers build teams, processes, and systems that are poised to tackle whatever challenges come next.
Join Brian Hamburger and Lori Hardwick in a ‘fireside’ chat format that will provide you with a whole new perspective on trends in the industry, given their respective decades of experience as successful entrepreneurs working with all facets of financial advisors and helping them grow and scale their practices.
For the past two decades, Brian Hamburger has counseled thousands of advisors at all stages of their lifecycle from concept to launch, from high growth to succession, through all sorts of disputes, and even up until eventual sale and exit. He has, himself, started MarketCounsel and the Hamburger Law Firm from scratch and has consistently grown these firms and created an aspirational brand for RIAs.
Lori Hardwick, is the Co-Founder and President of AI Labs and currently serves as a Riskalyze board member. Prior to AI Labs, she was Group President and founding partner at Envestnet, and most recently served as COO of Pershing, a BNY Mellon Company.
This session is sure to enlighten and amuse as Brian and Lori pair their deep perspectives on issues that are core to every advisor’s success.