Deep Dive: Transitioning your business to the next level: Tips for building a practice of the future

<p><b>Description:</b></p><p>Join Sophie Antal Gilbert, head of portfolio and business consulting at Russell Investments, and Katherine Fleischmann, business solutions consultant at Russell Investments, as they talk about transitions for advisors—whether from brokerage to a fee-based, fiduciary approach, from advisor-built portfolios to model strategies or from overextended to scalable—and why change is necessary to build the practice of the future.  </p><p> </p><p><b>Disclosures:</b></p><p>Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an &quot;as is&quot; basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.</p><p>This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.</p><p>Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.</p><p>This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.</p><p> </p><p>The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations fo