Money, Mind And Meaning

Tune in to hear:- As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board? - Are there specific examples of advisors who have created a unique experiential piece for their clients. If so, what did these experiences look like?- Where do we get it wrong as an industry around some of the most discussed buzzwords?- What is a common misunderstanding about next generation investors?- How can one resolve the catch 22 of being intentional about crafting themselves as a brand while remaining authentic?- What exactly is human capital beyond its obvious connotations? What benefits can teams accrue by really focusing in on this?- How are advisors able to effectively standout and differentiate themselves when the services they offer are, realistically, quite similar to many of their competitors? - What is it that has allowed First Trust to build a successful business in the world of asset management at a time when many of the broader industry trends are goin