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Contenido proporcionado por SIFMA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente SIFMA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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SIFMA Wealth Management Podcast Series - A Conversation With Joe Sweeney
Manage episode 305040687 series 1094050
Contenido proporcionado por SIFMA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente SIFMA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of our Wealth Management Leadership podcast series, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Joseph E. Sweeney, President, Advice & Wealth Management, Products and Service Delivery for Ameriprise, Inc., for an introspective discussion on how the advisor-client relationship has evolved in recent decades.We look at the pivotal role that technology has played in changing the way firms, advisors, clients, and employees work, while emphasizing the value of a financial advisor to help investors reach long-term retirement goals and prepare for life’s unexpected challenges.For a transcript and more, visit https://www.sifma.org/resources/news/podcast-wealth-management-leadership-series-joseph-sweeney.
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Manage episode 305040687 series 1094050
Contenido proporcionado por SIFMA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente SIFMA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of our Wealth Management Leadership podcast series, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Joseph E. Sweeney, President, Advice & Wealth Management, Products and Service Delivery for Ameriprise, Inc., for an introspective discussion on how the advisor-client relationship has evolved in recent decades.We look at the pivotal role that technology has played in changing the way firms, advisors, clients, and employees work, while emphasizing the value of a financial advisor to help investors reach long-term retirement goals and prepare for life’s unexpected challenges.For a transcript and more, visit https://www.sifma.org/resources/news/podcast-wealth-management-leadership-series-joseph-sweeney.
…
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Player FM : aplicación de podcast
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