Client Attraction, Fiduciary Standards and Business Outsourcing Ideas: New Insights from Industry Insightfuls

These three subject matter experts spent some time conversing with me about the challenges and opportunities they see in the financial services profession. Don’t miss these audio interviews (linked below) or scroll down to read the transcripts.

In this trilogy:

Wealth advisor Bill Keen ( talks about marketing in the digital world and why the right clientele are perpetually drawn to his RIA.
Download link | Stream online

Fintech executive Daniel Satchkov ( shares his thinking on the future of the DOL fiduciary rule and ways to earn new business even if the new administration delays or derails it.
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Practice management expert Nicole Newlin ( talks about overcoming the three big challenges advisors face and how partnering with the right business partners can help.
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Take a few minutes and listen now!

As seen in NAPFA Advisor magazine
February 2017 print edition

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