048: Barron’s Australia Summit Recap – Top Tips for Success

Earlier this year, Patti was asked by Barron’s to present to top industry professionals from around the world at the Barron’s Australian Summit.  Although this episode was recorded just before COVID – 19 shut down America and the world, the message is still relevant.  In a discussion with her Chief Operating Officer, Vince Kailis, Patti is asked to reveal her key takeaways from some of the brightest minds in science and technology today.  They brainstorm how these innovations can be applied to increase the financial advisory client experience today, as well as how these revolutionary ideas can change the look of retirement forever.