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Description
Our latest podcast series explores the "advice value stack," and how you and your clients can benefit from it. Meet our host and hear clips from our guests as we dig into today's opportunities in the wealth management industry.
More Episodes
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
Published 11/15/21
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.
Published 11/15/21