Monday, October 3, 2016

Technology, Business Growth and DOL: New Insights from Industry Insightfuls


These three subject matter experts spent some time conversing with me about the challenges and opportunities they see in the financial services profession. It is a real honor to speak with tenured professionals such as Brian Stimpfl, Mark Klein and financial advisor Tony D’Amico, who impressed me with his passion, perspective and purpose. Please take the time to listen to these three audio interviews – I promise you won’t be disappointed.

In this trilogy:
Industry veteran Brian Stimpfl (www.Advisor.Scottrade.com) talks about the digitalization of financial services and what advisors should be thinking about now.

Recovering ERISA attorney Mark Klein (www.TheAdvisorLab.com) tells us how to use the new DOL fiduciary rule to win new business.
Download link | Stream online

Independent financial advisor Tony D’Amico (www.TheFidatoGroup.com) shares how he built his “elite advisory firm” from scratch and what’s next on his roadmap.

Take a few minutes and listen now!

As seen in NAPFA Advisor magazine
September 2016 print edition
 

7 comments:

  1. A company may also benefit from the Patent Box if it holds certain other medicinal or botanic innovation rights. lead generation experts

    ReplyDelete
  2. This is a very nice article. thank you for publishing this. i can understand this easily.!!..Swift Online Training Hyderabad

    ReplyDelete
  3. This comment has been removed by the author.

    ReplyDelete
  4. This comment has been removed by the author.

    ReplyDelete
  5. Nice knowledge gaining article. This post is really the best on this valuable topic. Building intercom system upgrade NY

    ReplyDelete
  6. I’m going to read this. I’ll be sure to come back. thanks for sharing. and also This article gives the light in which we can observe the reality. this is very nice one and gives indepth information. thanks for this nice article... Bitcoin Revolution

    ReplyDelete
  7. The best way to travel to events, conferences and important business meetings is by jet charter. It is the best way to increase efficiency and cut down on the travel time. 출장

    ReplyDelete