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 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.

Webinar Q&A