Sage Rutty University Spring 2022 Webinar Series
Fire Your Broker
Presented by: Brennan Redmond, CFA®, CFP®
The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide individuals with a framework for evaluating financial services firms and professionals.
Brennan Redmond, CFA, CFP®
Sage Rutty University