Most Advisors Are Not Growing Their Business - Here's Why That's a Problem

Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey joins Mike Langford for a deep dive into "The State of The North American Retail Wealth Management" market. Specifically, Kieran and Mike examine the lack of real growth for individual financial advisors. Why are so many advisors not adding new clients or new assets?

Om Podcasten

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.