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
- Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
- Pat McClain, Co-Founder and Co-CEO, Allworth Financial
We hope you enjoy. You may subscribe to our podcast by clicking here on iTunes Podcasts.