Updated: Feb 22, 2020
Sean Walters, CEO of the Investments & Wealth Institute, came on The Resilient Advisor Podcast to discuss a new industry report 'DEFINING THE FUTURE OF WEALTH MANAGEMENT 2020' that they released on the future of our industry.
Download the full report: https://content.investmentsandwealth.org/future-of-wealth-management
Connect With Sean
IWI Twitter: https://twitter.com/iw_inst