For this episode we’re joined by executives leading the charge in three third-party broker dealers that serve our channel: Chris Melton of Ameriprise, Jim Norwood of Securities America, and Dan O'Brien of LPL. We discuss leveraging lessons learned in 2021 to get off to a fast start in 2022. Topics include:

• New measurements of success
• Reinvention of branches
• Fee-for-service
• Providing choice - the RIA factor
• Attracting the NextGens

We also talk about the best concerts we saw in 2021 :-)

Come join us!