On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends.  We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and advisors.  <a href= "http://www.thesevengroup.com">www.thesevengroup.com</a> <a href= "http://www.xyplanningnetwork.com">www.xyplanningnetwork.com</a>

On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends. We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and advisors. www.thesevengroup.com www.xyplanningnetwork.com

On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends.&nbsp; We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and advisors.&nbsp; <a href="http://www.thesevengroup.com" rel="noopener noreferrer">www.thesevengroup.com</a> <a href="http://www.xyplanningnetwork.com" rel="noopener noreferrer">www.xyplanningnetwork.com</a>&nbsp;

Episode 77: Trends Shaping Wealth Management - The Big Takeaways from #XYPNLIVE

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Business

Investing

Marketing

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Share Episode 77: Trends Shaping Wealth Management - The Big Takeaways from #XYPNLIVE

Sign up to save your podcasts

Episode 77: Trends Shaping Wealth Management - The Big Takeaways from #XYPNLIVE

Episode 77: Trends Shaping Wealth Management - The Big Takeaways from #XYPNLIVE

More shows like The Advisor Lab by CION

Investing Insights

Notes on the Week Ahead

The Meb Faber Show - Better Investing

Stay Wealthy Retirement Podcast

The Diamond Podcast for Financial Advisors

Animal Spirits Podcast

The Perfect RIA

The Rational Reminder Podcast

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Ask The Compound

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Morgan Housel Podcast