Traditional and Non-traditional Sources of Advice
With consumer preferences and demand evolving, new forms of advice are emerging and traditional sources of advice are evolving. During this segment, we’ll understand how the landscape of financial advice was evolving, and how traditional advisors must rethink their go-to-market approach in a post-pandemic world.
Featuring: Maria Ferrante-Schepis, President of Maddock Douglas, Innovation and Growth Consultancy out of Chicago, IL