These three subject matter experts shared some pretty awesome insights and observations with me last month. They all talk about where they see challenges and opportunities within the financial services profession.
Stop what you're doing now and listen to one or more of these audio clips. You'll be glad you did.
Stop what you're doing now and listen to one or more of these audio clips. You'll be glad you did.
Khalid Usmani on marketing your financial advisory services in a noisy digital world Download link | Stream online
Vikas Oswal on managing client emotions and expectations in turbulent investment times Download link | Stream online
Neal Quon on selecting the right technology and creating a solid spending plan for your financial services firm
Download link | Stream online
As seen in NAPFA Advisor magazine
April 2016 print edition
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