We hear from three advisers on everything from the technology they 'can't live without' in their practice, to how they tackle client questions around cryptocurrency. Each of these adviser firms outsource their investments, so what do they each gain back? Is it more time with clients, the bandwidth to focus on growing their business, or the general running of their business? This session is guaranteed 'food for thought' on many of the issues top of mind for advisers.
Speakers
Stephanie Ferreira, CFA
Financial Planner
Chartered Wealth Solutions
Bronson Friedman
Wealth Manager
Legacy Family Wealth
Quinton Ralph
Managing Director, Founder and Private Wealth Manager