Trends Driving Advisors to Future-Proof Their Business

from Talking Markets with Franklin Templeton

Our Stephen Dover, Yaqub Ahmed and Adam Petryk welcome Advisor Engine's Chief Operating Officer, Craig Ramsey, to discuss three major trends leading to big changes for wealth management businesses. Plus, how financial advisors can use data and technology to create personalized, goals-based solutions, while also being efficient with their time and having more impactful relationships with their clients.

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This episode is 18 minutes long.

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This episode was published on September 23, 2021.

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