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In a world increasingly driven by technology and awash in data, the ways in which we relate to one another are being altered. In this disruptive landscape, advisors have the opportunity to evolve their role beyond providing financial advice through the power of conversations, connections and confidence.
Welcome to The Next Frontier podcast where we’ll break down and analyze the forces at work in our world, our culture and our businesses. Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
The Next Frontier Webcast Series brings together voices, resources and our community to help you move your practice into the next frontier. We hope you’ll join us for meaningful insights and actionable content – or listen to any of the recorded webcasts in our library.
Dr. Joseph Coughlin: Making the Most of Our Bonus Years
Published on August 07, 2019
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Right now, there isn't a single industry out there that can help you navigate the 8,000 days of a typical "retirement." Financial advisors have the opportunity to be that coach that does not exist in any other industry.