Independence Playbook Part 4: Best Practices for Operations
Released Monday, 23rd January 2023
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Independence Playbook Part 4: Best Practices for Operations
Independence Playbook Part 4: Best Practices for Operations
Monday, 23rd January 2023
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Welcome back to another episode of the Independence Playbook. In today’s episode, Angela Gingras, Chief Administrative Officer, joins John. Angela has deep experience in RIA operations and can provide great insight into best practices for advisors transitioning to a fully independent model.
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Powering Independence Podcast
The Powering Independence Podcast is a conversation about the RIA space with topics spanning the spectrum of wealth management. Hosted by Austin Philbin, this high-energy podcast offers powerful insights and ideas for successful entrepreneurs looking to drive scale, efficiency, and enterprise value.Join Podchaser to...
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