Episode 3 – Looking Back and Moving Forward — With David Canter
2020 has forced us to look at how we conduct business and evolve. What does the future look like?
In this episode, Matt Ackermann is joined by David Canter, executive vice president of Fidelity Investments. David shares his knowledge from 2020 and the lessons he learned from this pandemic experience. Discover how the financial industry has evolved and will continue to evolve into 2021.
In this episode, you will learn:
- The lessons that David learned throughout the year
- What the future of financial advisors is in this new virtual environment
- The importance of growth within the financial industry
- How important inclusion is in financial services
- And more!
Tune in as David Canter looks back at 2020 and towards the future of the financial industry.
Resources: Matt Ackermann | Integrated Partners | David Canter | Fidelity Investments
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
David Canter of Fidelity Investments is a separate entity and not affiliated with Integrated Partners and LPL Financial.