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The Momentum Behind the RIA Model

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Manage episode 278411395 series 2410036
内容由James DeAngelis提供。所有播客内容(包括剧集、图形和播客描述)均由 James DeAngelis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model.

The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum.

Why now? The speakers in this presentation – Becky Krieger, CFP®, CPA, Managing Director, Client and Community Outreach & Shareholder at Accredited Investors Wealth Management®; Jonathan Straub, Founder and Principal at AdvicePeriod; and Chris Reedy, Managing Director, Business Development at Schwab Advisor Services™ – highlight five major trends that are propelling RIA firms forward. Successful RIA advisors share how these major trends have helped them shape and grow their firms to benefit their clients and themselves.

The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/09/03/the-momentum-behind-the-ria-model/

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58集单集

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icon分享
 
Manage episode 278411395 series 2410036
内容由James DeAngelis提供。所有播客内容(包括剧集、图形和播客描述)均由 James DeAngelis 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model.

The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum.

Why now? The speakers in this presentation – Becky Krieger, CFP®, CPA, Managing Director, Client and Community Outreach & Shareholder at Accredited Investors Wealth Management®; Jonathan Straub, Founder and Principal at AdvicePeriod; and Chris Reedy, Managing Director, Business Development at Schwab Advisor Services™ – highlight five major trends that are propelling RIA firms forward. Successful RIA advisors share how these major trends have helped them shape and grow their firms to benefit their clients and themselves.

The full on-demand webcast can be found here: https://www.thinkadvisor.com/2020/09/03/the-momentum-behind-the-ria-model/

  continue reading

58集单集

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