Staying prepared for industry shifts

Staying prepared for industry shifts

The Planning Desk

30/04/2021 6:00AM

Episode Synopsis "Staying prepared for industry shifts"

With a tax proposal from the new administration revealed, what should advisors be doing to educate themselves and their clients amid legislative and regulatory shifts common in the industry? (3:58 - 17:56) How can FinTech help during times of change? (18:04  - 32:11)----------Stay up to date with the show, Tony, and Tom on Twitter:https://twitter.com/ThePlanningDeskhttps://twitter.com/anthonystichhttps://twitter.com/BurmeisterTom

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