Tag: Distribution In Financial Services
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228 – The Shape of Distribution To Come
Join us as we revisit a panel from Retiretech Vegas 2024: Consolidation has permanently changed the face of independent distribution forever. Or has …
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211 – The Future Shape of Annuities Distribution With James Wong
Summary James Wong, our guest today, shares his perspective on the future of annuity distribution. The main takeaway…build strong relationships today …
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154 Disclosing Advisor Compensation with Sara Grillo and Scott Salaske
Commissions v. fees? Low fees v. high fees? Almost everyone has a strong opinion today about the best way to get paid. At the end of day, we all agree…