Traditional and Non-traditional Sources of Advice

PODCAST

Traditional and Non-traditional Sources of Advice

June 23, 2020

With consumer preferences and demand evolving, new forms of advice are emerging and traditional sources of advice are evolving. During this segment, we’ll understand how the landscape of financial advice was evolving pre-pandemic, and how traditional advisors must rethink their go-to-market approach in a post-pandemic world.

Featuring: Maria Ferrante-Schepis, President of Maddock Douglas, Innovation and Growth Consultancy out of Chicago, IL.

Traditional and Non-traditional Sources of Advice

About the Author

Jon Cooper

Jon is an entrepreneur with a passion for solving problems through innovation. With over 15 years experience in the insurance industry, Cooper has held leadership roles spanning across technology, consulting and corporate development. Cooper holds a bachelor's degrees from The University of Pennsylvania and an MBA from The Wharton School, where he is a frequent lecturer, and was the recipient of three entrepreneurship awards.

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