On this special episode of State of the Industry, we provide an 8-Minute Video Update on the most pressing issues facing the financial advisory space today.
Today’s topics include:
- How to take an introspective look at your business
- What areas of your business you should be taking inventory on
- Creative ideas for new service offerings, delivery methods and pricing models
- Assessing your organization’s openness to change
- Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
- Pat McClain, Co-Founder and Co-CEO, Allworth Financial
We hope you enjoy. You may subscribe to our podcast by clicking here on iTunes Podcasts.