The Momentum Behind the RIA Model

ThinkLeader's Podcast

English - November 23, 2020 21:12 - 17 minutes - 17.8 MB - ★★★★★ - 2 ratings
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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/