Wednesday May 31, 2017
11:30 AM - 1:00 PM CDT
Wed, May 31, 2017 11:30 AM – 1:00 PM CDT
Fort Bend Chamber of Commerce 445 Commerce Green Boulevard Sugar Land, TX 77478
https://www.eventbrite.com/e/financial-sales-under-attack-how-sales-have-changed-tickets-33927229256
Rob Thompson 281-725-7663 rob@trucorebd.com
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Financial Sales Under Attack How Financial Sales has changed and how you can stay competitive in an ever-changing world. Over the past decade, there has been a monumental shift in the financial services marketplace. Investors have more information Intense competition from Robo-Advisors Surge in low-cost DIY passive investments Ongoing push and awareness of a fiduciary standard This will be an interactive in-person session that will touch on the ongoing changes some predict will lead half of all advisors to leave the industry over the next decade and what you and your firm can do to remain competitive in an ever-changing world.