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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 20, 2018

In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life ( ), a firm that focuses on educating financial advisors for the future. Specifically, they educate advisors on aging clients and have created an extensive curriculum for financial advisors entitled: The Elder Planning Specialist program.