Episode 1 - What Will Advisory Services Look Like in 5 Years?

Tim Whiting, chief marketing officer of the Investments & Wealth Institute, shares "What will Advisory Services Look Like in Five Years," an article published in the Investments & Walth Monitor May/June 2018 issue written by Paul Schaeffer and Steven Unzicker. The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to commuincate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.