Finding Liberation and Balance

"The last three years have confirmed that there are some advisors that are on a collision course with obsolescence. They’re not viable, there’s too much minutia. The compliance obligations, they don’t have scale, and they themselves are looking to liberation and order."

This is an excerpt from episode 36 of the ‘Always On with Duncan MacPherson’ podcast with guest Peter Dobrich.

Here the link to the entire episode of the Always On podcast by clicking here: https://paretosys.co/AODM_ep36