Fire Your Broker
Thu, Aug 01
|Skaneateles
The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago.
Time & Location
Aug 01, 2024, 12:00 PM – 2:00 PM
Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA
Guests
About the event
The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide individuals with a framework for evaluating financial services firms and professionals.