Where is the Financial Services Industry Going?
Brian Leitner, head of Mariner Platform Solutions, and industry pioneer and visionary Steve Lockshin, founder and principal of AdvicePeriod, discuss where the wealth advice industry is headed, how advisors can grow and scale their businesses and how to leverage technology to gain operational efficiencies.
00:00 Mariner Platform Solutions Introduction
08:43 Becoming a Part of the Mariner Wealth Advisors’ Family
12:04 Benefits of Having a Law Firm
15:07 Vanilla & Estate Planning
18:46 Changes in the Financial Services Industry
20:21 How Wealth Advisors Can Stand Out
25:14 Technology to Gain Efficiencies & Help Clients
27:59 Challenges Facing Wealth Advisors
32:09 What’s Next for FinTech?
36:00 Flat-Fee Model
39:07 Mistakes in Estate Planning
42:22 Learning New Technologies
44:57 How to Build a Relationship with Clients’ Children
47:15 Apps for Wealth Advisors to Use
These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.