|
|
|
Copernicus Radio Interview
|
|
Background
On this week's show, industry veteran Steve Winks discusses the Dodd–Frank Wall Street Reform and Consumer Protection Act and its impact on the financial services industry.
Steve is the Founder and Chairman of Senior Consultant, a consummate financial services professional who has a very deep and tenured career path that spans more than twenty years. His publication, Senior Consultant, subtitled, Everything You Need to Add Value has been widely used throughout the financial consulting community for many years. His expansive knowledge of practice management is legendary. Steve has spent the majority of his time in the business helping financial advisors grow their businesses in various ways, from increasing financial advisor profit margins to investment processes that can be held to a fiduciary standard of care based on objective criteria of statute. He is a master at providing client centered advice and counsel. Steve is also a Founding Member of The Copernicus Institute.
Steve is the Founder and Chairman of Senior Consultant, a consummate financial services professional who has a very deep and tenured career path that spans more than twenty years. His publication, Senior Consultant, subtitled, Everything You Need to Add Value has been widely used throughout the financial consulting community for many years. His expansive knowledge of practice management is legendary. Steve has spent the majority of his time in the business helping financial advisors grow their businesses in various ways, from increasing financial advisor profit margins to investment processes that can be held to a fiduciary standard of care based on objective criteria of statute. He is a master at providing client centered advice and counsel. Steve is also a Founding Member of The Copernicus Institute.
|
|
|
|
