How to Know if it’s Time for a New Custodian
Update: 2024-04-29
Description
How can financial advisors navigate the changing custody landscape and keep up with the ongoing demands of their clients? My guest will discuss the keys to advisor success, including how technology is impacting the profession, advisors' biggest pain points, unique offerings that firms should consider for their clients, and how to find the right custodian who will help during times of transition and periods of uncertainty. This episode is for any advisor looking to differentiate themselves in the market, considering a new custodian, or going multi-custodial.
Here are some links to learn more about Mike and Axos Advisor Services:
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
