Adapter’s Advantage: Episode 2
Mike McGlothlin, Growth Strategist
Growth strategist Mike McGlothlin describes how financial advisors can adapt to the enormous challenges facing the industry and the growing needs of baby boomers. In five short years, the market will grow from one advisor for every 76 baby boomers to one for every 176.
Advisors today need to shift their mindset to be more efficient, effective, and resilient. EVP Mike McGlothlin set his advisors up for success, adapted to a changing marketplace, and saw 300% growth. Learn how his firm used technology to adapt and get an edge