Episode 112 – Turning the Page to the Next Gen Advisor with Tim Gerend

Power Your Advice

English - September 20, 2022 21:25 - 21 minutes - 30 MB
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Previous Episode: Episode 111 – Technology and its Impact on Wealth Management – With Raj Bhattacharyya

Next Episode: Episode 113 – Delivering on the Client Experience – With Julie Littlechild

Tim Gerend is the Chief Distribution Officer at Northwestern Mutual, a company combining the expertise of financial professionals with a personalized digital experience and leading-edge technology to best serve clients with their insurance, investments, and life goals. Doug and Tim talked about the results of their Planning and Progress Study which presented revealing statistics on … Continue reading Episode 112 – Turning the Page to the Next Gen Advisor with Tim Gerend →