Cannon Connect - Guest Marissa Weaver

Phil connects with Marissa Weaver, Investments Marketing Director at Envestnet, discussing her research in financial services. Marissa begins by sharing her journey into research, delving into her initial motivations, and personal experiences that led her to pursue this path into research. They explore many challenges for clients, especially women. For instance, these challenges are financial advisors not meeting the clients' standards, generational differences, fee versus commission-based advising, and why it is harder for women to find a financial advisor.

Phil and Marissa share their perspective on how this research can change the momentum of financial services and how advisors should strive to correct these challenges. Don't miss out on this insightful overview of Marissa Weaver's research that can shape new ways in financial services.

Resources:

Phil Buchanan on LinkedIn

Marissa Weaver on LinkedIn