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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Page 1
Jul 27, 2018
Ivan Barretto is a compliance expert who joins me on this episode of The Resilient Advisor Podcast to discuss the important issue of senior vulnerability. Do you know how to identify if your clients are being targeted?  As the baby boomers age, there is a large percentage of the population that is at risk. Ivan and I discuss the ways to identify who may be a risk and how to protect them and your business. 
 

Connect With Ivan

Personal LinkedIn: https://www.linkedin.com/in/ivanbarretto30/

Business: https://www.linkedin.com/company/25040493/

Twitter: https://twitter.com/RIAComplyCEP

Instagram: https://www.instagram.com/riacomplianceconcepts/

Facebook: https://www.facebook.com/RIAComplianceConcepts

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