Roving Reporter: The Skeptical Advisor
October 22, 2018 | Runtime: 1:37
To stand out in the advice industry, advisers need to digitize. Once an advisor is moving forward, Rich Cancro says the momentum can become addictive and can transform your business.
October 30, 2018 | Runtime: 1:44
The advice you are providing to clients needs to be immediate, up-to-date and available 24/7. What should firm do in order to customize and remain instant. Tom Burmeister of Advicent explains.
November 02, 2018 | Runtime: 3:33
Innovation is critical for financial advisers, especially when it comes to fintech. How and where should you be innovating? Brandon Rembe of Envestnet Tamarac offers some ideas.
November 02, 2018 | Runtime: 1:42
Jeff Gitterman explains how his clients are getting an ESG screened portfolio whether they specifically ask for it or not. His firm uses it as a risk mitigator; why you might want to as well.
November 02, 2018 | Runtime: 3:07
Shirl Penney lays out some of the big things happening in the biz right now: professionalization of management, leadership, and the 'fortress balance sheet.'
October 30, 2018 | Runtime: 2:05
Dr. Shachar Kariv, a decision theorist, explains why the 'stated preferences' method of client risk tolerance is ineffective, and what you should be doing instead.
October 30, 2018 | Runtime: 1:31
Joe Duran explains what he thinks is the next big thing: video for advisers to expand their reach and connections with clients.