Season 3 Ep 6: Planning Across the Family Tree - Listen -

Season 3 Ep 6: Planning Across the Family Tree

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Description

Including family in the planning process is critical to client satisfaction. Host Marc Squires is joined by Fidelity's Tobias Donath and Kelly Maregni of Pathstone to discuss family harmony through the path of money, wealth, and estate planning.

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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