In this episode of OUTCOMES, Ross Marino talks with Fred Barstein, CEO & Founder of TRAU and TPSU, and Consulting Editor for Investment News and RPA Convergence.

In this episode:

• Retirement plan convergence & the transition from accumulation to decumulation
• Defined Contribution (DC) vs Defined Benefit (DB)--what is the plan balance and how will that process work?
• What skill sets do advisors need to facilitate that process?
• Making sacrifices for the sake of participants.
• “The Cautionary Tale of an Innovator”: Will innovative consolidators win?
• Financial wellness is a priority--but what does that really mean?
• Can new advisors compete with larger firms that have the means to be innovative?
• Can advisors survive if they don’t join an aggregator?
• Leveraging technology and outsourcing for success.
• What do cross-selling and convergence really mean?
• Do we need a new type of financial advisor who can market to the young and underserved--not just the wealthy--with technology and lower fees?
• Making the world more mindful.

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