Episode 10 – Long-Term Impacts on Independent Advisors – with guest Brian Hamburger

Perfectly Integrated

English - May 13, 2021 23:50 - 27 minutes - 37.6 MB - ★★★★ - 6 ratings
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Previous Episode: Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr

Next Episode: Episode 11 – Understanding Compliance – with guest John Cataldo

The COVID-19 Global Pandemic is something that nobody saw coming, but it is causing long-term impacts on advisors within the independent wealth management space. In this episode, Matt Ackermann sits down with Brian Hamburger as they discuss the outside forces impacting independent advisors. Matt and Brian discuss the changes that have occurred within the independent …