This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape.
The conversation explores the future of the financial services industry and the opportunities it presents. David discusses the changes happening in the industry and the factors driving growth and opportunity for financial advisors. He highlights the consolidation of firms, the need for financial advice, and the impending retirement of a third of the industry.
The conversation also delves into the challenges and options for advisors looking to retire or transition their practice, including selling, merging, or partnering with other firms. The importance of providing a good client experience and leveraging technology is emphasized.
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