Join Doug Fritz (CEO & Founder of F2 Strategy), Ron Bullis (President & Founder at Lifeworks Advisors), Helen Yang (CEO & Founder of Andres Wealth Technologies) and Martin Schamis (Head of Wealth Planning of Janney Montgomery Scott) as they discuss how the need and demand for financial planning increased significantly in 2020, creating both opportunities and challenges for financial advisors. In this session you’ll learn how to design a powerful financial planning experience that will help set your business apart.
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