Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig
Jason Zweig discusses behavioral finance insights, flaws in the AUM model, and the evolving role of financial advisors as curators.
Jason Zweig discusses behavioral finance insights, flaws in the AUM model, and the evolving role of financial advisors as curators.
John Wernz discusses building an organic RIA marketing engine, leveraging direct mail and data analytics, and structuring centralized sales teams