Episode Notes
What does it actually mean to be an independent financial advisor today? Advisory Services Network’s Trey Prescott joins the Advisor Upside Show to discuss the changing RIA landscape, from private equity and consolidation to AI, advisor technology, succession planning and the growing appeal of entrepreneurship. Plus, why he believes human relationships will remain at the center of wealth management even as the industry becomes increasingly tech-driven.
Submit your questions and guest suggestions to podcast@thedailyupside.com!
This episode is brought to you by Fidelity.
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