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Preparing the Next Generation: Bridging the Advisor Talent Gap
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In episode 6 of Thinking Independently, host Conor Delaney, CEO of Good Life Companies, sits down with Brie Williams, VP and Head of Practice Management at State Street Global Advisors, to explore the evolving role of financial advisors in a dynamic industry. They discuss strategies for business growth, the importance of relationships in financial planning, and the shift from product-focused offerings to holistic wealth management.
Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
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