Ep #83: The Future of Investment Management - An Interview with Rick Frisbie
Behind The Advisor · Behind The Advisor
January 18, 201746m 48s
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Show Notes
Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of technology in the financial services industry and what we can expect in the next 18 - 24 months. Robo-advisors, or automated wealth platforms, are here to stay. However, advisors will appreciate the suggestions Rick to best incorporate these tools in a way that drives growth.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/83