How Financial Advisor Clients Perceive the Current Environment
About this Series
TradeTalks Video Broadcasts
With Jill Malandrino
TradeTalks is Nasdaq’s live studio show where the voices of the markets meet. It features thoughtful and empowering discussions with today’s leading voices on the ever-evolving investing landscape, delving deep into the market trends shaping the global economy, technology and more.
Chris Englebert, Founding Partner and Chief Investment Officer of Englebert Financial Advisers, Tammy Trenta, Founder and CEO of Family Financial, Chloe Wohlforth, CFP, Partner at Angeles Wealth Management, and Todd Stankiewicz, President and Chief Investment Officer at SYKON Capital, join Jill Malandrino on Nasdaq TradeTalks to discuss how clients perceive the current environment, end of year portfolio and budget strategies, financial positioning for 2024, and the next gen advisor.