These three subject matter experts were kind enough to spend some time educating me on where they see challenges and opportunities within the financial services profession. You'll see a common thread running through each of these ten-minute audios: New and innovative technology is playing a major role in helping advisors (a) solve problems for their clients and (b) thrive as business professionals.
Stop what you're doing now and listen to one or more of these audio clips. You'll be glad you did.
Dan Santner on creating a collaborative retirement planning process to win client hearts and minds
Download link | Stream online
Download link | Stream online
Daniel Satchkov on using the right technology to compete and win in the robo-age Download link | Stream online
Abby Schneiderman on building better relationships with current and prospective clients
Download link | Stream online
As seen in Financial Planning magazine
December 2015 print edition
