Kristi Rodriguez, SVP of Nationwide Retirement Institute, and John Carter, president of Nationwide Financial, discuss how advisors can provide additional value to their clients through diverse markets.
Shannon Spotswood, president of RFG Advisory, discusses how technology changed the way advisors interact with clients and the future of advisory platforms.
Jeffrey Getty, an advisor for Key Banks Family Wealth Consulting Team, takes us on a deep dive into the most common mistakes made by business owners when preparing for succession.
Brian Hamburger talks about the pioneering work his firm did helping wirehouse brokers “break away,” and how his firm’s services have evolved along with the growth of the RIA industry.
American Portfolios' Lon Dolber talks about the firm's laser focus on service for his affiliated advisors, a shared ownership model and a reluctance to pursue outside investors or growth through acquiring or being...
