Scott was joined virtually by Conor Anderson, Partner and Head of Advisor Services. AdvisorAssist provides comprehensive turnkey solutions for both new and transitioning advisors as well as established registered investment advisor (RIA) firms.
In this episode you will learn the following:
- Compliance industry updates
- How AdvisorAssist acts as the advisor’s advisor
- How to optimize and protect your business
- Market trend and audits
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Connect with Conor on LinkedIn
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For more on AdvisorAssist click here
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com
