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Ep 93 - 2020 Industry Predictions With Jay Hummel (Advisor Growth Series)

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.


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