What do the leaders of the RIA industry talk about when they're behind closed doors?
We've decided to give our readers a chance to find out.
In this conversation recorded at Citywire's New York studio, Summit Trail Advisors managing member Jack Petersen and Francis Financial CEO Stacy Francis share their unique perspectives about the state of the advisory business.
They discuss the very different ways in which their firms grew, the specific clients that they serve, and the biggest opportunities they see ahead. They also weigh up some of the challenges posed by technology, the shifting of fees, the rise of ESG investing, and more.
We hope you enjoy this in-depth conversation.