If you are a tenured advisor seeking to learn more about the RIA model and to better understand what potentially transitioning your existing practice to it would look like, this call is for you!
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*I typically request calls be conducted via Zoom video (versus regular audio call) as I find this to be the most productive way to have a two way dialogue. If you prefer audio only though, the confirmation email you'll receive has dial-in info as well.
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Get instant access to my free whitepaper on "11 Ways The Economics Of The RIA Model Are Superior To Other Advisor Affiliation Options".