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State of the Financial Advisory Business with Ryan Shanks

30 October 2020

 

State of the Financial Advisory Business

With over 20 years of experience recruiting in financial services Ryan has a unique perspective of how things have changed in the industry and for the profession of financial advice. Sitting in between the advisor and the firms that employ them, he has seen the rise of the independent advisor, new trends in business models such as subscription services, and how a new generation of advisors are approaching the business. These trends provide the context for our discussion around the state of the industry including challenges attracting and training new advisors, diversity, and what advisors and firms alike can do to be better matches for one another.

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Listen for Ryan’s take on podcasting, wellness sabbaticals, and video gaming.

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