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Interview with Fred Barstein - Transition & Innovation
Manage episode 296408465 series 2946084
المحتوى المقدم من Ross Marino. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ross Marino أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of OUTCOMES, Ross Marino talks with Fred Barstein, CEO & Founder of TRAU and TPSU, and Consulting Editor for Investment News and RPA Convergence.
In this episode:
- Retirement plan convergence & the transition from accumulation to decumulation
- Defined Contribution (DC) vs Defined Benefit (DB)--what is the plan balance and how will that process work?
- What skill sets do advisors need to facilitate that process?
- Making sacrifices for the sake of participants.
- “The Cautionary Tale of an Innovator”: Will innovative consolidators win?
- Financial wellness is a priority--but what does that really mean?
- Can new advisors compete with larger firms that have the means to be innovative?
- Can advisors survive if they don’t join an aggregator?
- Leveraging technology and outsourcing for success.
- What do cross-selling and convergence really mean?
- Do we need a new type of financial advisor who can market to the young and underserved--not just the wealthy--with technology and lower fees?
- Making the world more mindful.
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