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The Advisor Lab

Jun 7, 2021

In this episode, we sit down with Trevor Ward. Trevor helps lead business development at BetterWealth – a new platform that helps individual investors take control o their money through coaching and education. Trevor has been big on where the industry is headed for the next generation of investor. We get into the big wealth transfer and specifics on what advisors can do to define their niche, start marketing themselves, and position themselves for the future.