Watch as Kent Peterson, Vice President, CFO & Actuary, Retirement Solutions at Securian Financial Group discusses the future of managed accounts with WealthManagement.com.
Advisor health coach Stevyn Guinnip shares her own struggles with physical health, as well as ways advisors can live better lives now and in the future.
Join us on Tuesday, Mar. 8th to hear real world examples from top wealth management and family office firms. They will provide actionable takeaways for how you can future-proof your business, expand your service offering while maintaining profitability.