Top Advisory Firm Summit 2019

What's next for financial advice?

December 03, 2019 | Runtime: 2:20

How will the financial advisory industry evolve in 2020? Ben Harrison of Pershing offers some insights.

How to compete (and win) top clients

December 06, 2019 | Runtime: 2:59

Don Bonder of American Century says finding your "sweet spot" is critical when it comes to working with the best clients for you and your firm.

Conquering the last 8,000 days of life

December 06, 2019 | Runtime: 5:02

Joni Youngwirth of Commonwealth says advisers need to stop thinking about retirement as the finish line, but rather a new stage of life.

What's disrupting the market today

December 06, 2019 | Runtime: 2:13

When it comes to finding top talent, what are some of the hurdles facing the best firms. Hunter Judson of the Judson Group offers some insights.

 
Videos 1-4 of 4
 

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Top Advisory Firm Summit 2019

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