Join Financial Planning’s Editor-in-Chief, Chana Schoenberger; Chief Correspondent Tobias Salinger; industry luminary Mark Tibergien and financial advisor Dasarte Yarnway as they discuss the profound changes that the financial advisory sector is currently undergoing. Mark, Dasarte, Tobias and Chana will explore the catalysts driving this transformation and how they will impact the client /advisor relationship of the future. In addition, come and meet Financial Planning’s Rising Stars for 2021.
FP Rising Stars: The tectonic shift in financial planning & wealth management
Available on-demand 45 Minutes
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