Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.
Guiding Wealth and Amplified Planning's Hannah Moore discusses reimagining client offerings, internships and developing talent on the first-ever episode of the Focused on the Future podcast.
XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.
