Benjamin Hurn is the senior vice president of Channel Development at YieldX, an end-to-end digital platform with smart workflows, AI-powered analytics and a reimagined user experience for financial professionals and investors in the fixed income markets.
Doug and Ben sat down at the T3 Advisor Conference and talked about the growing trend of advisors planning for income streams for their clients. They also discuss
- The current yield environment & what Ben sees coming
- How yield planning can differentiate advisor firms
- The move away from product to advice
- How advisors can discuss outcome-based solutions with their clients
- How YieldX helps advisors and their clients be more successful.
Resources: YieldX
Source
Power Your Advice