Be sure to watch the entire episode located below the show notes.
Roar Growth’s Peggy Van de Plassche, who specializes in helping investment advisors grow their assets under management, joined us on the show to share her insights on the future of wealth management - and how to grow your assets under management.
Peggy discussed in great detail the future of wealth management -- which already here, by the way. But she also addressed how credit unions can evolve with these progressive times, as their membership evolves.
She also shared tips on how to grow your assets under management based on her more than 20 years of global experience in this space.
Peggy wrapped up our conversation with what credit unions can do to help or guide their members in this area.
Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.