Season 3 Ep 10: Approaches to Accelerate Planning Productivity -

Season 3 Ep 10: Approaches to Accelerate Planning Productivity

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Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.

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Season 3 Ep 11: The Future of Financial Planning

In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.

Published 12/10/21

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Season 3 Ep 9: Driving Client Behavior

Marc Squires is joined by eMoney's Chad Porche and Peter Gale from Prudential to discuss how advisors can help encourage behavior changes with investors.

Published 10/26/21