OC Talk Radio

IMCA Speaker - Advice for Wealth Managers from Jonathan Powell, Advisor Coach


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At the IMCA Conference - Fee compression, Wrap Fee options, the DOL Fiduciary Rule, Robo Advisors have changed and are changing the world of Advisors.  Like a golfer who does not change their golf swing, Advisors need to adapt.  Jonathan's advice and direction can be invaluable.
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