21 min
The New State of Advice: The Big Wealth Transfer, Personalization, Holistic Planning, and More The Advisor Lab by CION
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In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor.
Find the report here: https://www.accenture.com/ca-en/insights/capital-markets/wealth-management-financial-advice
Visit us here: www.thesevengroup.com
Follow us on Twitter: @sevengroupnyc
In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor.
Find the report here: https://www.accenture.com/ca-en/insights/capital-markets/wealth-management-financial-advice
Visit us here: www.thesevengroup.com
Follow us on Twitter: @sevengroupnyc
21 min