Thanks so much for attending my presentation for the April 2018 Pershing meeting!
Further Reading Materials:
- 3 Real #FinTech Disruptions In The Financial Advisory Industry
- Why Most Financial Advisor #FinTech Companies Can’t Be Platforms (And Will Fail If They Try)
- Will There Ever Be A #FinTech Advisor Platform Business Like Uber Or Airbnb?
- What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
- Retainer Fees Vs The AUM Model – Red Ocean Differentiator Or Blue Ocean Opportunity?
- Forget The TAMP – It’s Time For The Turnkey Financial Planning Platform (TFPP)
- Real-Time Collaborative Financial Planning And The Evolving Role Of The Financial Advisor