Episode 78
What Younger Investors Expect Of Their Financial Advisors
Modern Financial Advisor · Truelytics by Envestnet
March 17, 202253m 10s
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Show Notes
Natalie Wolfsen, CEO of AssetMark shares some key insights into the expectations millennial and Gen Z investors have of their financial advisors. She also offers some key strategies for advisors to scale their business and provide a more modern service experience by leveraging outsourced solutions.