Is Goldman Sachs supporting independent advisors? Featuring Richard Lofgren
Update: 2023-09-27
Description
Who’s better equipped to serve clients; independent financial advisors or large established companies?
With the recent sale of United Capital there’s been a lot of talk about what Goldman Sachs is focusing on. Turns out quite a bit including serving independent financial advisors. Join us as we chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.
In this episode Richard, Adam and Derek chat about:
- Planning is critical for the market
- Automating to get speed to market
- Tech ignorance is a career warning light
- Tech still has no empathy
- Goldman Sachs as a Service (GSaaS)
- The similarities between military planning and financial planning
- The enemy always gets a vote
- And more!
Resources:
- Connect with Richard Lofgren on LinkedIn
- Follow RethinkFA on LinkedIn
- Listen to RethinkFA on YouTube Podcasts
- Find us on Digital Wealth News
- Apply to be a guest on the RethinkFA Think Tank
Connect With Adam Holt:
- Schedule an Asset-Map Demo
- Asset-Map
- LinkedIn: Adam Holt
- LinkedIn: Asset-Map
- Facebook: Asset-Map
- Twitter: Asset_Map
Connect With Derek Notman:
- Schedule a Call with Derek
- Schedule a Couplr Demo
- Couplr
- LinkedIn: Derek Notman
- LinkedIn: Couplr
- Twitter: Derek Notman
Hosted on Acast. See acast.com/privacy for more information.
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
