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?
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.
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?