Topics discussed include:

*Why starting your own RIA isn’t the only option for large producers who want to continue scaling their practices.

*The false stigma surrounding closed technology systems.

*How the phrase ‘simplicity is the ultimate sophistication’ is especially applicable to advisors when looking at technology.

*Why maximizing the efficiency of your processes and systems is integral to an advisor’s success.

*How firms are actively humanizing the industry.

Frank and Chip uncover the truth as to how advisors need to navigate the perpetually evolving financial services industry. Get ready for new insights as this episode is jam packed with content that every advisor can put into action now to optimize performance.