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The Next Frontier

Aug 29, 2018

For anyone who works directly with investors, it’s clear that the expectations affluent investors have of their financial advisors are irrevocably changing. Our guest, Matt Oechsli, has been studying affluent investors and the advisors who serve them for over 20 years. In this episode, he and host Bill Coppel –...


Aug 15, 2018

It’s no secret that the financial services industry is experiencing a tsunami of change that’s impacting advisors’ relationships with their clients. But we’re not alone. Consider health care—not too long ago, a patient’s knowledge was limited to what his or her physician knew. That’s no longer the case, as...