In this episode of the Focus Advisor Podcast, host Ryan Ross sits down with Peter Dizdar of Palumbo Wealth Management to dissect the year that was and peer into the crystal ball of 2025. As the financial services industry grapples with technological disruption, regulatory shifts, and evolving client expectations, advisors are at a crossroads. How can they navigate this changing landscape while staying ahead of the curve?Join Ryan and Peter as they dive into:

• The unexpected drone invasion that put their New Jersey towns on the map

• Supreme Court rulings that could reshape the regulatory environment

• The potential impact of AI on compliance and advisor efficiency

• Strategies for growth in a rapidly evolving industry .

  Book recommendations to keep you sharp in the coming year
  From market volatility to the rise of AI, this episode is packed with insights to help financial advisors thrive in uncertain times. Whether you're a seasoned pro or just starting out, you won't want to miss this candid conversation about the future of wealth management.

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