One of wealth management’s leading voices shares his thoughts on the industry, and what advisors need to do to compete and thrive.

In this episode, we explore some of the hottest topics in wealth management today with Steve Sanders, EVP, Marketing & Product Development at Interactive Brokers.

Steve shares his unique perspective and experience on:

Zero Commissions:

The challenges, changes and opportunities that will come with Zero Com in 2020

How does Interactive Brokers simplify technology with clients

Services and cost savings – Interactive Brokers Vs. competitors

Homogenization in the industry

Technology replacing advisors – robo advisors vs. traditional advisors

How to add value as an advisor and differentiate yourself from robo advisors

Millennials:

Teaching millennials how to put financial independence into best practice

And much more

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

Listen to additional episodes in this series

BIO

Steve Sanders is Executive VP-Marketing & Product Development at Interactive Brokers Group, Inc.

His primary role is to bring IBKR’s technology to the world. After having spent fifteen years at Citibank in such diverse functions as credit & risk management, marketing, financial planning, and product structuring, Steve joined IBKR in 2001.  

Steve earned an MBA in Finance from the University of Chicago and a BS in Accounting and Computer Science from SUNY Albany.

 

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