Mar 30, 2020

8-Minute Update Video: Finding Opportunities in a Challenging Environment

Navigating Crisis – Finding Opportunities in a Challenging Environment

On this special episode of State of the Industry, we provide an 8-Minute Video Update on the most pressing issues facing the financial advisory space today.

Today’s topics include:

  • How to look at your business with fresh eyes
  • Keeping a keen focus on client communication
  • Ways to serve clients by leveraging new technology
  • How to get creative with service offerings
  • Understanding options for pricing structures

Our hosts:

We hope you enjoy. You may subscribe to our podcast by clicking here on iTunes Podcasts.