Most Advisors Are Not Growing Their Business - Here's Why That's a Problem

from Modern Financial Advisor · host Truelytics by Envestnet

Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey joins Mike Langford for a deep dive into "The State of The North American Retail Wealth Management" market. Specifically, Kieran and Mike examine the lack of real growth for individual financial advisors. Why are so many advisors not adding new clients or new assets?

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This episode is 53 minutes long.

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This episode was published on November 18, 2021.

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