Season 3 Ep 1: The 'New Normal' in the Wealth Management

Season 3 Ep 1: The 'New Normal' in the Wealth Management Industry

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Description

Planning looks different today: virtual experiences, increased volatility and insecurity, and acceleration of life events. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year has changed our industry.

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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

FinPoint™

Published 11/15/21

Season 3 Ep 10: Approaches to Accelerate Planning Productivity

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