James Beam, President of TD Private Client Wealth breaks down a common challenge that clients of today's financial advisors face... information overload that often results in clients having a distorted picture of what is actually happening in the world.
Jim and Mike also explore the potential impact of artificial intelligence (AI) on the modern financial advisor's business and how the use of a goals based advice approach can serve as a foundation for advisors regardless of what future technologies may come their way.
Episode 7 - Jeremi Karnell on digital transformation and blockchain
Episode 6 - James Hughes of Live Oak Bank on acquisition financing for wealth management firms
Episode 5 - Jim DeCarlo of StratWealth on the importance of culture for wealth management firms
Episode 4 - Special Guest Shane Morrow of IronBridge Wealth Counsel
Episode 3 - What makes a wealth management firm valuable? Jeff Miller of Truelytics
Episode 2 - Practice Management with Carla McCabe of Truelytics
Episode 1 - The Truelytics Origin Story with Terry Mullen
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