2020 was turbulent for the financial advising industry. The pandemic, along with industry-shifting mergers, a volatile market, and new technologies, transformed the way advisors managed their practices. In this webinar, we’ll uncover some key learnings from 2020 and how advisors were able to take what they learned from 2020 to future-proof their business.

Join Teddy Levitt, Manager of Client Development at Altruist, as he interviews Alex Chalekian, CEO of Lake Avenue Financial, and industry veteran Pete Dorsey as they discuss what changes are here to stay, what learnings emerged, and how to build a resilient firm for years to come.