Your clients expect you to know all about “the next big thing”. Do you know what it is? Join Dani Fava as she shares her thoughts on the emerging trends and perhaps you’ll discover what might be “the next big thing” for your business. From Income Sharing Agreements to the non-financial trends that may overhaul the housing market, to Artificial Intelligence that will help mold the conversations that you’re having with your clients; the next big thing may already be well under way.
What are Income Share Agreements?
What is Artificial Intelligence and how does it work?
Where might we see AI in the RIA space in the future?
What questions might we expect from clients about these trends?
Director of Innovation,
TD Ameritrade Institutional