In a crowded financial advisory space, how can you stand out?
To answer this question, Laura Gregg and David Partain welcome Devin Ekberg, chief learning officer and managing director of content development at Investments & Wealth Institute.
Listen to hear about the research that the Investments & Wealth Institute conducted with Cerulli Associates on three key trends shaping the financial advice industry and testing advisors’ abilities to grow and drive practice profitability.
In this episode, you will learn:
- How to navigate in an increasingly fiduciary environment.
- Ideas for maximizing human capital
- The impact of an exceptional client experience
- And more!
Tune in now to learn what steps you can take today to set yourself apart as a financial advisor!