Jeff McMillan: Inside the RIA of 2030

Jeff McMillan: Inside the RIA of 2030

BARRON'S ADVISORBARRON'S ADVISOR

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Edward Jones’ David Chubak on AI, Teaming, and Bridging the Advice Gap

The firm’s head of wealth management and field management describes how its advisors are using artificial intelligence, technology, and teaming to build trust with clients and help them reach their goals. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adsw ...  Show more

 . 16min 20sec
Jennifer Marcontell: How to Scale Your Practice With a Human Touch

The Ameriprise financial advisor shares strategies for growing a financial advisory firm into an enduring organization while preserving core values and maintaining deep client connections. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for infor ...  Show more

 . 45min 49sec

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