“Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors
Simple, but Not Easy
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Introduction
Jonathan Lindstra is Managing Director of the Americas for Investment Management at Morningstar. He's joined by Daniel Needham, President for Morningstar's Wealth Group. In this episode he shares his observations on the value of advice and takes you behind the scenes. This is a refreshing chat that is sure to get you thinking.
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Transcript
