How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors

Update: 2023-02-23

Description

Tammy Robbins, EVP and Chief Business Development Officer at Cambridge Investment Research shares how the landscape has changed for independent broker-dealers and the financial advisors they serve. The needs of today’s advisors and their clients have evolved dramatically in the past decade requiring broker-dealers to become more flexible and nimble in their approach to business.

Other Resources Mentioned

Tammy Robbins on The Modern Financial Advisor Podcast - Leadership During Our New "Work From Home" Reality
Seniors Use Of Online Banking - As John mentioned, 72% of people age 70 and older say they use online banking.

Comments

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How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors

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How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors

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How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors