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3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Aug 30, 2019

On this podcast, Matt Shute is joined by Brian Cooper from ProAdvisor Coach. Brian has an extensive background in financial services; coaching advisors and teams. Brian discusses ProAdvisors' keys to success for advisors and how they approach problem areas to bring the most out of any practice.  

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Aug 13, 2019

In this episode, we sit down with Hardeep Walia, founder and CEO of Motif.  Hardeep discusses Motif’s approach for applying artificial intelligence, natural language processing, and deep data analytics to build global thematic indices tied to the Next Wave of Innovation.  This podcast highlights the...