Tune in as Andree Mohr discusses advisor evolution and tech-driven growth.
Andree Mohr, president of Integrated Partners, talks with David at the recent MarketCounsel Summit in Las Vegas about client-centric partnerships and the evolution of advisors into "expert coordinators," and how leveraging technology at scale can bring greater specialization to financial services. |
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Michael Nathanson, CEO of Focus Financial Partners, discusses their shift to private equity, rebranding, and hub consolidation strategy. The move aims to enhance efficiencies, expand services, and accelerate growth while balancing interdependence with advisor autonomy. |
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| | Jalina Kerr talks about enhancing the advisor experience through technology integrations, post-TD Ameritrade merger updates, and meeting the growing demand for simplified tech solutions. |
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| Dick Pfister, founder of AlphaCore Wealth Advisory, discusses AlphaCore's unique investment approach that places alternative strategies at the core of its services. |
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