Thanks so much for attending my presentation for the July 2020 webinar with Allianz Life!
Further Reading Materials:
- The Great Convergence And The Death Of Fiduciary Differentiation (For RIAs)
- 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