Structure Matters: Just a quick share for advisers for the weekend. Disruption is coming and it may come from the smaller adviser who embraces technology with a better business model and complete passion for their client’s evolving needs.
Thank you Nate Geraci, Dave Nadig and Lara Crigger for recapping your Wealth Stack Conference views: https://www.etf.com/sections/podcasts/etf-prime-podcast-recapping-wealthstack?nopaging=1
Thank you Justin Castelli for sharing the battle ground views of the younger financial adviser. Old timers like myself are listening, learning and also willing to collaborate. The amazing part of these advisers is their openness to embrace technology that benefits their evolving client needs, but investment experience and gray hair will count for something in difficult markets. https://www.linkedin.com/posts/justincastelli_meeting-of-the-minds-wealthstack-activity-6580223784932909056-wCwe
Have a great weekend to All!
