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The Next Frontier

Jul 30, 2018

Disruption is all around us as technology impacts every aspect of our personal and professional lives. If you’re a financial advisor, chances are you’re feeling the effects of this disruption in the expectations of your clients. Join us as we explore The Next Frontier and examine the evolving role of the trusted advisor through the lens of experts and thought leaders from inside and outside the financial services industry. We believe the firms and advisors who will thrive in the future are those who are willing to engage in new conversations and seek different perspectives. Are you ready?

In a world of artificial intelligence and algorithms, what is the role of the financial advisor and how does it align with changing client expectations? In this new podcast, thought leaders and practitioners from financial services and other industries share their perspectives on navigating the digital paradigm shift and the skills advisors will need to thrive. Host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- has been a financial advisor and held numerous leadership roles over his 30-year career in the financial services industry. If you’re ready to engage in new conversations that will challenge you to think differently about the role of advice and guidance, we invite you to join us.


This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0618-05371