30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
Simple, but Not Easy
00:00
The Future of Financial Planning
Jonathan Sirelli: Clients are looking for a curated experience that really meets their holistic needs. He says the CFPB's proposed open banking rule is an example of what advisors should be aware of to prepare for. "I think, you know, we're not alone in that, right? You can read, uh, Sirelli reports, Ezra reports," he adds.
Play episode from 19:15
Transcript
