Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

Staying Nimble in a Changing World With TJ Dunker

Oct 20, 2020
26:55

The financial services industry is changing at what seems like an unprecedented rate, leaving advisors grappling with how best to manage it all. But tectonic shifts in the business are not new, and there’s much to be gained from looking back.

Today on Elementality, Reese Harper talks with TJ Dunker, Senior VP at Edelman Financial Engines, about lessons from past industry turmoil, risks and opportunities for advisors today, and strategies for managing even the unknown unknowns of tomorrow.

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