power your advice

Differentiating Yourself in Changing Times with Dan Weiskopf

Recorded live at the GTE Wealth Forum XI, this episode of Power Your Advice features Doug Heikkinen and Dan Weiskopf, Portfolio Manager at Toroso Asset Management, discussing:

  • - Toroso’s commitment to looking at the financial services industry with a 360-degree view using ETFs
  • - How security selection can be a differentiator for you & your practice
  • - Where you can best spend your time to build your business
  • - What Dan thinks the next 10 years in our industry and the next generation of Advisors looks like

Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, IRIS Media Works seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention. 

We recorded our first 12 Power Your Advice podcasts from our pop-up podcast “studio” in the Discovery Data booth at the GTE Wealth Forum XI. Thank you to Discovery Data, Global Trend Events and to our guests for an amazing learning experience. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Toroso Asset ManagementToroso TwitterDiscovery Data | Global Trend Events

Related: Client Needs Come First with Sean Heron

Presented by: Thompson IM Funds, Inc.