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
 

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