In this episode we discuss robo-advisors, the future of the industry, and even homestyle BBQ with our special guest Tash Elwyn the President of the Private Client Group at Raymond James.
Have a question for the show? Use #AskStephenAndKevin on Twitter or Instragram.
Click here to subscribe to our YouTube channel.
Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com