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

Our hosts:

We hope you enjoy. You may subscribe to our podcast by clicking here on iTunes Podcasts.

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