Thanks to people like Steve Jobs and Jeff Bezos, we now expect to get what we want, when we want it, and the way we want it. That’s the new bar. And it’s redefining how we think about personalization in the delivery of financial advice and guidance.
So, what could changes like these to the industry landscape mean for RIAs seeking to grow?
In this episode, Tim Whitney, CEO of TradeWinds, joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to share a bit about his evolution as a financial professional and some of the insights he’s gained along the way.
Tradewinds is a client of TradePMR. No compensation was paid to client for participating in this podcast. This podcast reflects this client's experience. Your experience may vary.
Wachovia Securities and Wells Fargo are not affiliates of TradePMR.