Live From AICPA ENGAGE 2017
June 13, 2017
[Download MP3s: The Importance of Diversifying Your Fees Liz and Jody talk with Jeff Magson from 1st Global How Technology Fits Into a Financial Planning Practice: Money Guide Pro 5 Key Trends Going on in the Financial Services Industry with David Knoch Key 1st Global Initiatives with David Knoch FSI Advocacy and the Financial Services Industry Marketing in the Financial Services Industry Marketing and Client Communications Enbracing digital tools for the future with Michael Kitces M&A and Succession Planning with Al Prentice Leading a Successful Wealth Management Enterprise with Al Prentice and Russ Pixler Retiring with Grace and thinking about Succession with Jen WIlson Future of services to individuals with Lyle Benson Leadership: The Jones & Roth model with Brian Newton and Jeff Magson Preparing for the future with Bob Veres and David Knoch Liz and Barnard talk Success in wealth management with leading millennials, Matt and Hayden Przybysz Negotiating Skills: The Cartography of Innovation with Scott Wayne The End of the World ... and Other Opportunities with Peter Zeihan Delivering Excellent Service: Models for Success with Barnard Ingram with First Global] [itunes] [Bookmark Episode]
Liz and Jodi interview Jeff Magson on The Importance of Diversifying Your Fees
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