Content and Connections in a Post-COVID World

We speak again with Charlie Rocco of MONECO Advisors on the NextGen in 10 Podcast about how to navigate new advising models brought about by the COVID-19 pandemic, including how to attract new clients and utilize technology to grow your business. This episode concludes a conversation on how Covid-19 has changed the financial services profession and what effects those changes have had on clients, advisors, and the business as a whole.