IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 17

financial Planning

Senior Editor of Financial Planning Provides Key Insights into the Financial Markets

Rob and Rory sit down with Tobias Salinger who is the Senior Editor for Financial Planning, an interactive social media platform that reaches 460,000+ experienced professionals including independent financial planners, RIA’s, and investment advisors. Viewers receive analysis and breaking news, expert advice and opinion, and practical business-building advice. In this podcast Tobias covers a wide array of analysis within the financial marketplace including discussions on topics such as annuities serving as vehicles for retirement plans, the emergence of technology in finance, blockchain & cryptocurrency defining the future of financial services, as well as key strategies for accounting firms looking to implement holistic wealth management into their practice. The financial industry is changing rapidly and everyone needs to stay up-to-date. Tobias shares his insights with our listeners so that people are informed, educated, and well-equipped for understanding the fundamentals of everything finance. Whether you are an investor, a financial advisor, or just someone looking to learn more about the industry, you will not want to miss this episode

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