As a financial advisor, where can you turn for practical advice and insights into how to grow your business? How about free, 24/7 access to two of Barron's top 100 advisors? On Advisor2Advisor, get timely marketing, technology, operations and practice management tips from two award winning pros who've built a nationally respected RIA. For Financial Professional Use Only
Episodes
Friday Dec 15, 2017
Friday Dec 15, 2017
On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the breathtaking speed of change in the modern financial services sector. They then welcome Chip Roame, Managing Partner at Tiburon Strategic Advisors, and one of the most oft-quoted and recognizable people in advising, today. The trio goes in-depth to discuss robo-advisors, business continuity plans, and how advisors can expand their reach, before finishing with a conversation about a common error that many advisors make that isn’t serving the interests of their clients.