ThinkAdvisor Perspectives Podcast

Think Advisor recognized Ryan George, chief marketing officer of Docupace, as part of the Luminary Class of 2022, and specifically for his efforts at overseeing and executing a company-wide rebranding strategy over the last year. George offers an inside look at that process and shares some best practices as part of this podcast.

The Luminaries recognized The American College and its CEO George Nichols across multiple categories as the school continues its mission of providing applied financial knowledge and education to advisors.

Three Key Takeaways:

• Nichols and The American College of Financial Services continued its diversity effort with initiatives such as "Know Yourself, Grow Your Wealth" and the Black Executive Leadership Program.
• Nichols believes developing deeper, more personal relationships with clients helps advisors, especially in trying economic times.
• Advisors also need to keep up with political and regulatory issues, such as student loan forgiveness, and how that might change clients' outlooks.

To hear more of this conversation between Nichols and moderator Roger Wohlner, press play.