• Specialized Support: Advisors’ New Frontier

  • Aug 2 2024
  • Length: 39 mins
  • Podcast

Specialized Support: Advisors’ New Frontier

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  • Summary

  • In this episode, Goshka Folda, Global Head of Research, and Dennis Gallant, Associate Director at ISS MI, discuss the rising interest among financial advisors in specialized support. Dennis shares insights from the ISS MI Advisor Pulse Series – Specialists and Teams study, explaining the reasons behind the growing demand for specialized support, strategies for expansion, the obstacles faced, and a glimpse into what lies ahead for this sector.

    Learn more about the Advisor Pulse Series: https://page.issmarketintelligence.com/advisor-pulse-series
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Management Economics Personal Finance
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