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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
Trends Driving Advisors to Future-Proof Their Business
Manage episode 302955382 series 1809257
Oleh Talking Markets w. Franklin Templeton Investments and Franklin Templeton Investments ditemui oleh Player FM dan komuniti kami - hak cipta dimiliki oleh penerbit, bukan Player FM, dan audio distrim secara langsung dari pelayan mereka. Tekan butang Langgan untuk mengesan kemas kini di Player FM, atau tampal suapan URL ke dalam aplikasi podcast lain.
Our Stephen Dover, Yaqub Ahmed and Adam Petryk welcome Advisor Engine’s Chief Operating Officer, Craig Ramsey, to discuss three major trends leading to big changes for wealth management businesses. Plus, how financial advisors can use data and technology to create personalized, goals-based solutions, while also being efficient with their time and having more impactful relationships with their clients.
139 episod
