What will the future of financial advice look like? How can advisors build successful 21st-century practices? What are the greatest challenges advisors face today? Get access to these in-depth exclusive interviews with industry leaders like Ric Edelman, Marty Bicknell, Jason Wenk, Anders Jones, and more.
“The opportunity for building your business to unprecedented levels has never been bigger. The opportunity to succeed in your practice has never been better. It’s extraordinarily exciting….if you are going to build a practice for the 21st century. And, there are too few advisors doing that, sadly.”
“38 million households, $44 trillion in assets, ignored by traditional advisors.”
“What are the best teams doing to build trust and win new clients in today’s digital environment?”
Marty Bicknell, CEO of Mariner Wealth Advisors
Ric Edelman, Founder and former Chairman of Edelman Financial Engines
Jason Wenk, Founder & CEO of Altruist
Steve Lockshin, Founder and CEO of Advice Period
Anders Jones, Founder and CEO of Facet Wealth
Ray Sclafani, Founder and CEO of Clientwise
Penny Phillips, President and Co-Founder of Journey Wealth
Megan Carpenter, CEO and Co-Founder of FiCom Partners
And more
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