Episode 68 – Focus to Build a Future-Ready Practice – With Anand Sekhar
February 6, 202217m 5s
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Show Notes
Anand Sekhar is the vice president of practice management & consulting for the Fidelity Institutional® group inside Fidelity Investments. Fidelity Institutional is focused on helping advisors build successful, future-ready businesses.
Doug and Anand sat down at the FSI OneVoice Summit and talked about trends Anand is seeing for financial advisors in the industry today. They also discuss:
- What tasks are sucking away advisors’ time? And what can advisors do to help evaluate & improve how they spend their time?
- How the advisor experience has changed – and hasn’t changed – over the past few years
- Why client segmentation continues to matter to advisors
- Things advisors should keep in mind in planning for the transfer of wealth to the next generation of investors
Resources: Fidelity Institutional | Flyer Financial Technology