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Let’s Get Radical

Let’s Get Radical

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July 11th 2017: 5 Key Trends in Financial Services: An Interview with David Knoch of 1st Global

Join us as Jody conducts a special one-on-one interview with David Knoch, president of 1st Global at AICPA ENGAGE, all about the five trends impacting the financial services industry. We also talk about FSI Advisory and what you need to know.

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Featured Guest

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David Knoch

David Knoch serves as president for 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms.
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