The future of financial services is very bright; there’s a lot to be excited about: The technology. Access to information. The people. And more.
I’m not the only one optimistic about the future–while at the Inside ETFs conference this week I managed to grab nineteen of my friends and asked them all the same question, “When you think about the future of our profession, what excites you the most?” As you’ll hear, this All-Star lineup has a range of reasons they are excited for what the future holds advisors, investment professionals, and clients.
Thank you to everyone who took the time out of their busy schedules to share their answers; I’ve linked to everyone in the order they appear in the episode so you can follow them or learn more about how they are contributing to the profession.
I hope you enjoy!
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.