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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.


Apr 30, 2018

On this episode of our Advisor Success Series Podcast, we are joined by Paul Berard. Paul is the head of distribution for the TAMP and ETF Strategist divisions of FlexShares, a division of Northern Trust Asset Management. Over the last 30 years he has worked with a diverse group of industry firms, teams, and advisors. In this podcast Paul shares his extensive knowledge of sales and best practices for financial professionals.