As we wrap-up 2019, Jay Hummel and I discuss some of the major industry trends that we see having an impact on your business next year.
The dramatic growth of Direct Indexing.
The potential for aggressive enforcement of Reg BI.
How the SECURE Act will drive the need for more outsourcing.
Changes in M&A multiples due to lack of organic growth.
Lead how financial advisors, teams and firms are leveraging the system created by Andy Grove in the 1960's to become better leaders and drive business growth in their organization. The OKR Leadership System is a complimentary tool that has been customized for the financial services industry. Learn more by visiting www.jaycoulter.com/leadership
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