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The Evolution of the Industry - 3D Advisors Ep. 51
Manage episode 489526171 series 3605064
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In this episode of Catalyst4Growth, host John A. Kailunas II engages with Jim DiDonato and Matt Dib from 3D Advisors to discuss the evolving landscape of long-term care products and the importance of strategic partnerships in the financial advisory industry. They explore the challenges advisors face in engaging clients, particularly the next generation, and the necessity of having difficult conversations about long-term care planning. The discussion also highlights the shift towards asset-based products and the need for advisors to be prepared and informed about the options available to their clients.
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