Lifespan Live
Lifespan Live Season One Episode 3. Succession planning success

Lifespan Live Season One Episode 3. Succession planning success

August 5, 2020

Eugene Ardino, Lifespan Financial Planning CEO, is joined by Eugene Serravalle, Lifespan General Manager and Head of Compliance, and Michael Gershkov, Lifespan National Practice Manager, to discuss how advice firms get succession planning wrong and what they can do to get it right.

Lifespan Live Season One Episode 2. Can compliance support efficiency, client engagement and quality of advice?

Lifespan Live Season One Episode 2. Can compliance support efficiency, client engagement and quality of advice?

August 4, 2020

In this episode Lifespan Financial Planning CEO, Eugene Ardino and National Practice Consultant, Jill Tunkin, chat with Samantha Clarke, CEO and founder of Advice RegTech. They discuss how important it is to ensure that compliance builds efficiency, engagement and improves the quality of financial advice. 

Lifespan Live Season One Episode 1.The rise of self-licensing

Lifespan Live Season One Episode 1.The rise of self-licensing

August 4, 2020

In this episode, Lifespan Financial Planning CEO Eugene Ardino, and Lifespan Partnership National Practice Consultant Jill Tunkin, discuss the move towards self-licensing. What is driving it, and what solutions are there to support practices to successfully navigate this change, and how can we help?

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