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Ric Edelman on How to Future Proof Your Practice
Rapid advances in technology, generational change, Covid, financial upheaval, and distrust in institutions are upending the course of life…and financial planning. In light of all that is changing, how do you future proof your business?
In this special live webinar recorded on February 1, 2022, Ric Edelman, the #1 financial advisor of the past 30 years, joins me to discuss the impact of five critical areas on personal finance and how that affects your client work as a financial advisor.
1. Exponential technologies
2. Bitcoin, blockchain, and digital assets
3. Longevity
4. Retirement security…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.