If you are serious about building a great financial services firm in today’s fast-paced digital environment, listening to these informative conversations can help. I am always looking for the best and brightest people in the profession to share their insights and advice. These three conversations are sure to spark an idea or two.
In this trilogy:
Fintech veteran Rich Cancro (www.Vanare.com) talks about the digital advice revolution and how financial firms can stay relevant, attract new business and become more profitable. Download link | Stream online
Marketing and branding expert Sean Farrow (www.HorizonInvestments.com) tells us how to think about branding and why it is more important than ever for financial advisors to have a good marketing / brand strategy. Download link | Stream online
Software innovator William Meyer (www.IncomeSolver.com) shares how advisors can help their clients get and keep more retirement income through an optimized claiming and withdrawal strategy. Download link | Stream online
Take a few minutes and listen now!
As seen in NAPFA Advisor magazine
June 2016 print edition
