S2EP24 The Evolution Of Financial Advisors: Age of Change

45:55

Access AI content by logging in

This topic fires us up quite a lot because we LOVE and are PASSIONATE about our job, yet our industry overall is not up to our standards. We kicked off the episode with the brief history of “financial advisors”: from being the platform (back then, individuals couldn't trade stocks without a broker), to selling products (that’s what the majority of today’s brokers and dealers are selling: insurance, annuities, funds, etc.), to selling performance and service (RIAs charge you a percentage...