Paul Hatch – The Future of Financial Advice

August 14, 2024

Paul Hatch - Ep 4 of Just Build Wealth Podcast

Navigating the Future of Financial Advice with Paul Hatch

Join us for an insightful conversation with Paul Hatch, a seasoned financial advisor with nearly 40 years of industry experience. As a former executive at top firms like EF Hutton, Morgan Stanley, and UBS, Paul brings a wealth of knowledge and expertise to the table.

In this episode, you’ll discover:

  • The future of the financial advisory industry: Gain insights into the evolving landscape and key trends.
  • Transitioning from wirehouses to RIAs: Understand the factors to consider and steps involved in this transition.
  • Valuing your advisory business: Learn how to assess your firm’s worth and improve its valuation.
  • Leveraging fintech for growth: Discover how technology can enhance your advisory practice and streamline operations.

Whether you’re a seasoned advisor or just starting out, this episode offers valuable guidance to help you navigate the complexities of the financial services industry.

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Book cover for "False Hope Of Global Diversification"

Interested in learning more?

My book, The False Hope of Global Diversification, takes a deep dive into the correlation between the US and Global markets.

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Micheal Ross

Michael Ross

Michael Ross is a 30+ year veteran financial advisor.

After 30 years with Morgan Stanley, he is now an independent financial advisor who excels in helping business owners exit their businesses and move to the next phase of their lives. 

 Advisory services are offered through Integrated Advisors Network LLC, a registered investment advisor. 

Learn more: www.mylatticewealth.com

Disclaimer: 
The information provided in this blog is for informational purposes only and should not be construed as financial advice. It is important to consult with a qualified financial advisor to discuss your specific financial situation and goals. Past performance is not indicative of future results. Investing involves risk, and there is always the potential for investment loss.