Resilient Advisor Podcast

2020 Industry Predictions With Jay Hummel (Advisor Growth Series)


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Jay Coulter & Jay Hummel share some of the major industry trends that they see having an impact on your business next year. This includes the dramatic growth of Direct Indexing, aggressive enforcement of Reg BI and how the SECURE Act will drive the need for more outsourcing. Also, changes in M&A deal multiples due to a lack of organic growth.

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Resilient Advisor PodcastBy Jay Coulter, CFP®, CIMA®

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