1:1 with Ross Levin

Presented by

Ross Levin and Steve Gresham

About this talk

Hear from an advisory icon with four decades dedicated to improving financial advice. Ross Levin founded Accredited Investors Wealth Management in 1985 and has been a thought leader for the independent advisory practice through his actions and his writings. Author of The Wealth Management Index and longtime champion of creating value for clients, hear his take on the opportunities for advisors today – as well as words of caution. *Testimonial presenter: Amanda Robinson, Vice President, Portfolio Solutions, Fidelity Investments*
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Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.