Natalie Wolfsen, CEO of AssetMark shares some key insights into the expectations millennial and Gen Z investors have of their financial advisors. She also offers some key strategies for advisors to scale their business and provide a more modern service experience by leveraging outsourced solutions.
Information
- Show
- FrequencyUpdated Weekly
- PublishedMarch 17, 2022 at 8:12 PM UTC
- Length53 min
- Episode78
- RatingClean