In today’s world, advisors can differentiate themselves by delivering value where it’s always been—in the client relationship. The problem is, the industry has created the perfect product market fit for middle-aged white men, says Ellevest’s Sallie Krawcheck.
In a panel during at the WealthStack conference, the head of Lifeworks Advisors argued the products and services rubbed out personalization for the sake of mass production.
This webinar on Thurs. June 15th will offer the first live look at the report’s key findings, as well as explore takeaways that can make an advisor’s succession planning efforts more productive.
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