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How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
Episode 97
Published 2 years, 7 months ago
Description
James Beam, President of TD Private Client Wealth breaks down a common challenge that clients of today's financial advisors face... information overload that often results in clients having a distorted picture of what is actually happening in the world.
Jim and Mike also explore the potential impact of artificial intelligence (AI) on the modern financial advisor's business and how the use of a goals based advice approach can serve as a foundation for advisors regardless of what future technologies may come their way.