Creating Sustainable Value in a Fast-Tech World With Brie Williams

Between Now and Success · Apr 22, 2019 · 1h 2m

How can financial advisors build an enduring business with sustainable value?

Contrary to what we often hear and read, it's not all about tech. It's about being indispensable in your clients' lives.

Today's guest, Brie Williams, says there are four areas we should focus on to create sustainable value.

Be authentic to what you represent.

Set, manage, and deliver on client expectations.

Remember that perception is reality.

Optimize to realize your long-term vision.

These four areas can form the core of your client-centric approach to business.

Brie is Vice President of State Street Global…