Episode 98 – Simplifying Income & Protection for Client Portfolios – With Rich Romano

Power Your Advice

English - June 27, 2022 12:04 - 13 minutes - 13.3 MB
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Previous Episode: Episode 96 – Maximize Your Clients’ Social Security Benefits – With Martha Shedden

Next Episode: Episode 99 – Moving Technology from the Why to the How – With Craig Ramsey

Rich Romano is the CEO and Founder of FidX, a platform focused on growing business while bringing the value of guaranteed income and protection solutions to clients in the easiest way. Doug and Rich sat down at the Envestnet Advisor Summit and talked about how client portfolios can be simplified through a consistent experience. They … Continue reading Episode 98 – Simplifying Income & Protection for Client Portfolios – With Rich Romano →