Game changers shaping 2019
January 31, 2019 | Runtime: 6:26
Volatility in the markets has many advisers concerned. How can you get a step ahead, and how can alternatives help you stay there? Griffin Capital's Mark Goldberg offers some solutions.
January 31, 2019 | Runtime: 5:56
Advisers are hungry to modernize their practice. But what's the secret to innovation? Mark Magnacca from Allego says the answer is video and mobile technology.
January 31, 2019 | Runtime: 7:41
What is going to shape 2019 for advisers? From seamless integration of technology to improving the client experience, Thomas Halloran of Voya offers some strategies for success.
January 31, 2019 | Runtime: 4:45
Advisers need to be thinking about succession planning and continuity planning before it is too late. Thomas J. Berthel of Berthel Fisher offers some tips and strategies to help get your succession plan on track.
February 02, 2019 | Runtime: 3:10
Advisers are hungry for new ways to price their services. Can flat-fee pricing help you attract more next-gen clients? John Anderson of SEI has the answer.
February 02, 2019 | Runtime: 4:07
Headaches in Washington and volatile market conditions have your clients' attention right now. What can you as an adviser do to keep them on track? Dean Harman of the FSI explains how to avoid the noise.
February 02, 2019 | Runtime: 3:56
How will FSI focus its attention in Washington this year? Dale Brown of FSI has the answers.