Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024

Webinar Series with Facet

Survey Results –
RIA Capacity and Segmentation Practices

Facet Wealth recently partnered with CANAM Research to survey over 300 RIAs about their capacity and segmentation practices. Facet CFO Lisa Rapuano and Co-Founder and Head Planner Brent Weiss have teamed up with industry expert Bob Veres to present the results in this one hour webinar hosted by Advisor Perspectives.

Watch as Lisa, Brent, and Bob provide insights into the results through their unique perspectives. Be sure to read through the detailed questions from attendees and answers from these experienced financial professionals.

Download the Slides

Download your ebook

Download your copy of the RIA Capacity & Segmentation ebook today. An ideal companion to the popular webinar, this ebook delves deeper into the results of the survey conducted by Facet Wealth and CANAM Research. 

Ready to get started?

Want to hear about how Facet can help support your healthy practice? Speak to one of our practice management experts today.

Get Started

Webinar Q&A

Get started

Learn

Company

Support

Frequently asked questions

View all

[email protected] | (443) 376-6222 | Media Inquiries: [email protected]

100 International Drive, 23rd Floor, Baltimore, MD 21202
© Facet Wealth 2024. All rights reserved.

Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

Endorsements were provided by promoters or influencers and those individuals were compensated by Facet Wealth, Inc. (“Facet”) and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.



9 Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply