Quinton Alston-Spratt is the Head of Advisor Practice Management at Franklin Templeton, a company that serves as a full-service broker-dealer and registered investment adviser.
Doug and Quinton sat down at the Envestnet Advisor Summit and talked about how Franklin Templeton created the “Changing Phases of Wealth” program to help financial advisors prepare for the changing landscape.
They also discuss:
- How Franklin Templeton aims to build relationships with different groups of people
- How financial professionals should diversify their business
- Simple steps to build meaningful relationships
Resources: Franklin Templeton
Related: Why Sustainability is Important for Wealth Management with Lydia Pinnell Lawrie