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Turning Competition into Collaboration

Sid Misra and Nic Neilsen discuss the advantages of collaboration in the financial services industry between advisors.

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Practice Management Podcasts

January 29, 2021

We speak with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan on the NextGen in 10 Podcast about how the advent of the digital age has opened up new opportunities in the financial services industry, and how next-gen professionals can support each other online and in person. This episode concludes a conversation on how technology is enabling greater collaboration between advisors in the financial services space, and how that collaboration can translate into business growth.

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