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.
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
As seen in NAPFA Advisor magazine
September 2016 print edition
