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Episode 7: Fidelity's David Canter Provides Key Practice Management Insights
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In this episode, we have an in-depth conversation with David Canter, Executive Vice President and Head of the Practice Management & Consulting Group at Fidelity Clearing & Custody. David provides invaluable practice management insights useful for any RIA.
Among other topics, David and Matt chat about: David's primary vision for Fidelity’s Practice Management and Consulting Group * David's view that the industry is headed toward concentration * How investment advisers can increase referrals * What good first steps RIAs can take towards succession planning * Fidelity’s “Mystery Shopping” initiative.
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