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Trends Driving Advisors to Future-Proof Their Business
Talking Markets with Franklin Templeton
English - September 23, 2021 16:11 - 18 minutes - 26.1 MB - ★★★★ - 26 ratingsBusiness investing markets activemanagement finance franklintempleton insights monetary perspective stock talkingmarkets Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Renewed Attention on European Equities Amidst Recovery
Our Stephen Dover, Yaqub Ahmed and Adam Petryk welcome Advisor Engine’s Chief Operating Officer, Craig Ramsey, to discuss three major trends leading to big changes for wealth management businesses. Plus, how financial advisors can use data and technology to create personalized, goals-based solutions, while also being efficient with their time and having more impactful relationships with their clients.