Jun 11, 2020
Our team has been working around
the clock to support advisors and serve our own wealth management
clients through this pandemic. COVID-19 has brought many things to
the surface, but there is one area that has demanded a tremendous
amount of focus, attention, and energy. How can
advisors strengthen and grow their practices in the midst of many
unknowns?
Our Creative
Director and Executive Producer of the Model FA Podcast, Eric Lee,
sat down with our podcast host and Founder, Patrick Brewer. The two
were joined by President of Model FA, David DeCelle, and Dan
Allison, Founder and President of the Feedback Marketing Group.
Together, they spent over an hour answering questions from our
listeners and readers.
What do advisors have to
change immediately in order to survive?
What needs to change in the next 12 months and
beyond?
How is the
industry evolving — and what does that mean for advisors today?
Tune into the
conversation and get ready to take notes, because guys around this
table get real. They don’t hold back as they share how they are
leading their teams, what they have personally changed as a result
of this pandemic, and where they think the industry is going.
Did you like this
conversation? Then leave us a rating and a review in whatever
podcast player you use. We would love your feedback, and your
ratings help us reach more advisors with ideas for growing their
practices, attracting great clients, and achieving a better quality
of life. While you are there, feel free to share your ideas about
future podcast guests or topics you’d love to see covered.
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