Show Notes
Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of the consulting firm FP Transitions. Host: Greg Bartalos.
More from Barron's Advisor
The general counsel and wealth advisor at Ullmann Wealth Partners explains how advisors can differentiate themselves and hone their value proposition. Host: Greg Bartalos.
The founder of the Anya Institute explains why tomorrow’s best advisors may be defined by their ability to help clients transform their relationship with money and themselves. Host: Steve Sanduski, CFP.
The firm’s head of wealth management and field management describes how its advisors are using artificial intelligence, technology, and teaming to build trust with clients and help them reach their goals. Host: Greg Bartalos.
The Ameriprise financial advisor shares strategies for growing a financial advisory firm into an enduring organization while preserving core values and maintaining deep client connections. Host: Ray Sclafani.
Morgan Stanley’s former head of firmwide artificial intelligence looks inside the AI-powered advisory firm of 2030 and discusses what humans may still be uniquely needed to do. Host: Steve Sanduski.