The Next Generation of Wealth Management with Paul Litchfield

In this episode, we sit down with Paul Litchfield, a top next-generation wealth advisor. We explore the challenges and opportunities in the wealth management industry today, including the aging workforce and the importance of succession planning for financial advisors. We also discuss the shift towards the registered independent advisory (RIA) model, and why it's winning vs. larger incumbents. Finally, we look at the need for comprehensive services, including financial planning and tax strategies, and talk about the increasing interest in alternative investments. Tune in for practical insights into the evolving landscape of wealth management.