Michael Kay, CFP, founder and president of Financial Focus, LLC, an RIA that provides a "tuck in" opportunity for smaller and emerging independent advisors who want to gain efficiencies and scale their practices, says financial advisors need to band together, provide more holistic services and put the clients' best interests first. The president of the Advisory Board for Money Quotient, one of the industry's leading providers of financial life planning tools and training, Kay delivered his comments while at the FPA National Conference in San Diego, on September 16, 2011.
Watch this 2 minute video clip now.
No comments:
Post a Comment