Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing the tools available to them.
Sarah LeBlanc, vice president of marketing at LPL Financial, speaks about the most effective advisor marketing strategies and ways you can increase your growth while still reaching the most influential people.
Gitterman Wealth Management co-founder Jeffrey Gitterman on how his firm focuses on sustainable investing, making sense of ESG data and where he sees opportunities for advisors to grow.
Devoe & Co. CEO David DeVoe on what's driving the biggest changes in the RIA industry.