2020 has become historic for all the wrong reasons, but what if we found the right reason to call it historic?
In this episode, Matt Ackermann is joined by Mark Bruno from Echelon Partners and Integrated Partners’ own Robert Sandrew. Together they review how COVID has impacted the wealth management industry and what the future may look like for the industry.
In this episode, you will learn:
- How COVID has impacted wealth management
- What ideas developed during the quarantine
- How business models have evolved
- A glimpse at what the industry could look like in five years
- And more!
Play this episode to learn more about the historic achievements made in 2020 for wealth management and what 2021 may look like.
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.
Mark Bruno is a consultant with Echelon Partners and is a separate entity and not affiliated with Integrated Partners and LPL Financial.