The 10-minute download that takes a broader look at what’s going on in the wealth management world and the impact on an advisor’s business.
In this episode, Mindy explores the industry landscape as a “continuum,” recent data on advisor movement and its impact on:
- Where advisors are going—and how movement is fueling the evolution of the landscape.
- The flow towards regionals and boutiques—and why these firms are winning the race for top talent.
- The movement of the “advisor elite”—and how that serves as a barometer for the wealth management industry at large.
It’s 10-minutes of insights with value for all advisors—just what you need to know to see your way forward clearly and thoughtfully.
Podcast: Play in new window | Download (Duration: 8:40 — 10.6MB) | Embed
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