EPISODE · Sep 23, 2021 · 18 MIN
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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Trends Driving Advisors to Future-Proof Their Business
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