Groundhogs, Neurosurgeons, More Pods Dropping and Milemarker on the Road
Tech Woes that Cost You Clients & Modernizing Your Firms Reporting
Scott Klaassen & Jud Mackrill answer advisor's top questions about reporting.
Plus the Opportunity That Exists Knowing 109,000 Financial Advisors Will Retire in the Next Decade
Reporting Workshop Recording, Bridging the Generation Gap, and Top 10 Tech Reveals of CES 2024
Clifton Schaller on the Pod, Last Chance to Register for Our Upcoming Workshop on Reporting, and Milemarker on the Road
Clifton shares his insights on retirement readiness, access to private markets, generational wealth transfer, and the changing preferences of millennials and Gen Z.
Spenser Segal on the Pod and Modernizing Your Firm’s Reporting to Simplify Your Client Experience.
Spenser shares his take on what's happening in advisor technology today.
Victoria Bills & Steve Zuschin on the Pod, The Most Impactful Ad of 2023
Victoria Bills, Steve Zuschin, and Jud Mackrill talk about how financial advisors can successfully integrate alternatives.
Tony Stich on the Pod, The World of a Builder & Rethinking Maslow
