Aug 3, 2018
Summary:
During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Chris Sullivan interview guest Richard Whitworth, the Managing Director – Business Consulting at Cetera Financial Group. The talk moves around various topics and concerns related to the changes that artificial intelligence are creating in the financial advisement and investment community.
Time Stamped Show Notes:
3 Key Points:
Tweetable Quotes:
- “The average age in the industry for the independent channel is about 56 years of age.” – Richard Whitworth.
- “There is a high percentage of advisors that have an indication that they are going to exit in the next five to ten years.” – Richard Whitworth.
- “At its core and definition, the investment management, wealth management, and advice business is a high-touch client relationship-driven business.” – Richard Whitworth.
Resources Mentioned:
● Richard.Whitworth@Cetera.com – Richard Whitworth’s email address