Upcoming Live Webinar: Financial Advice 3.0: The Future of Financial Advice

The way we receive financial advice is evolving, and clients have access to more information than ever before. How can you better serve your clients and stay ahead of the curve? Join Derek Notman CFP, CEO & Founder of Couplr, and Adam Holt CFP, CEO & Founder of Asset-Map, as they discuss the past, present, and future of financial advice. They will explore the trends that are shaping the financial services industry and what advisors should be thinking about to grow and succeed in the years to come.