Frank Congemi of Benefactor Financial joins Bruce Kelly on today's episode to talk about Covid's effect on the work of financial advisers. Nearly two years into the pandemic, what has changed and will there ever be a return to normal for advisers? Lori Varnell, chief of the Tarrant County Criminal District Attorney’s Elder Financial Fraud team, chats with Bruce about elder fraud and a case that recently made waves.
In this episode, you'll hear about:
Related article: It’s time to radically rethink your ‘client experience’
Related article: Ex-Texas adviser gets 3 life sentences for $32 million Ponzi
This episode sponsored by the State of the Industry Podcast by Allworth Financial
One of the five fastest growing RIAs in America, Allworth is seeking new partners to grow with us.
Listen to Allworth’s industry podcast here.
Guest Bios:
Frank Congemi is a financial adviser with Benefactor Financial.
Lori Varnell is the chief of the Tarrant County Criminal District Attorney’s Elder Financial Fraud team in Texas.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
