Wall Street and Main Street intersect in so many ways -- from the financial markets impacting everyday life, to the world around us impacting the way we do business. Meet Douglas Blake, Managing Director of Investment Services at Kingswood U.S., at the corner of Wall and Main to learn more about the products, programs, and people that serve the financial services industry, and how to apply them to your practice or investment strategy.
Today, we continue the conversation Doug started with Josh Brown, CEO of Ritholtz Wealth Management, author of the book Backstage Wall Street, on the advisory board of Brightscope, and blogger at The Reformed Broker.
- If technology is a commodity, what sets advisors apart
- How can advisors acquire new clients when their business sounds similar to all other advisory businesses
- What was the big idea behind the Future Proof conference
- How the Future Proof and its festival-style approach is representative of the revolution going on across the financial services industry as the next generation of wealth managers takes their place