On February 14, 2017, David Barton, CEO of Mercer Advisors, and Brian Stimpfl, Head of Scottrade Advisor Services, spoke with Marie Swift of Impact Communications about business strategies for RIAs. Learn what this $9 Billion RIA firm with nearly 200 employees and 6000 clients nationwide is doing to scale and grow.
Marie Swift and Bob Veres discuss the state of the financial services industry and his new book, "The New Profession." Wondering what the "magic elixir" is? Bob offers his thoughts. [25 minutes long but worth every minute of time]
Jon Jones, CEO of Brighton Jones, a large RIA, and Julie Littlechild, co-founder of 3rd Wave Collaborative, talk about trends in the financial planning profession and The Advisor of the Future. Interesting insights from a top RIA.
Nick Nicolette, of Sterling Financial Planning, and Steve Wershing, co-founder of 3rd Wave Collaborative, talk about trends in the financial planning profession and The Advisor of the Future. Recorded live at the FPA B.E. conference in Boston, October 2015.
Bob Veres, publisher of Inside Information, and Marie Swift, co-founder of 3rd Wave Collaborative, talk about trends in the financial planning profession and The Advisor of the Future. 10 minutes of pure brilliance.
