Most of us are focused on solving near-term problems, making small modifications along the way to adjust to market changes. A small number of people look into the future, solving long-term problems with innovative solutions that have revolutionized our industry.
Join us for a moderated discussion with Ron Mastrogiovanni Sr., former Co-Founder of FundQuest and current Chairman and CEO of HealthView Services, a firm that provides innovative retirement planning data and applications to large institutions and individual financial professionals.
During this session, learn about:
- The changing needs of current and future client demographics
- How advisory practices must adapt to these changes
- The critical importance of using reliable data vs. ‘Rules of Thumb’