State of the Financial Advisory Business with Ryan Shanks

In this episode, I speak with Ryan Shanks, CEO of FA Match about the state of the financial advisory business, how it has evolved and the changes leading to both, opportunities and challenges for advisors and advisory firms.

Build your career with Financial Accounting Advisory Services at EY

EY’s Financial Accounting Advisory Services (FAAS) practice assists finance leaders with addressing the strategic accounting and financial reporting challenges facing their businesses and finance functions. We offer integrated accounting solutions that extend far beyond audit — into areas of accounting, reporting and governance; transaction accounting; and specialty services such as global treasury and commodities markets.… Continue reading Build your career with Financial Accounting Advisory Services at EY

7 Ways to Generate Leads for Your Financial Advisory Business Without Cold Calling | GROW IN 2021

“Instead of trying to outspend, outsell, or out sponsor your competitors, try to out-teach them” — Jason Fried Let’s face it: cold calling and other hard sales tactics just aren’t effective anymore. So, what strategies can financial advisors utilize to generate more leads? Samantha Russell, CMO at Twenty Over Ten, is answering that exact question… Continue reading 7 Ways to Generate Leads for Your Financial Advisory Business Without Cold Calling | GROW IN 2021

Will Robots Replace Human Financial Advisors?

Robo-advisors have had a meteoric rise in popularity since their debut in 2008 thanks to the support from millennials and Gen Z. Today, Robo-advisors manage $460 billion, with some analysts predicting it will become a $1.2 trillion industry by 2024. Watch the video to find out why some investors believe it will never replace traditional… Continue reading Will Robots Replace Human Financial Advisors?