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Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

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Manage episode 170412082 series 92200
Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of technology in the financial services industry and what we can expect in the next 18 - 24 months. Robo-advisors, or automated wealth platforms, are here to stay. However, advisors will appreciate the suggestions Rick to best incorporate these tools in a way that drives growth.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/83

  continue reading

396 episodes

Artwork
iconShare
 
Manage episode 170412082 series 92200
Content provided by XYPN Radio and XY Planning Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by XYPN Radio and XY Planning Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of technology in the financial services industry and what we can expect in the next 18 - 24 months. Robo-advisors, or automated wealth platforms, are here to stay. However, advisors will appreciate the suggestions Rick to best incorporate these tools in a way that drives growth.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/83

  continue reading

396 episodes

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