Join our Principal, Jonathan Straub, in a discussion with @CharlesSchwab and @ThinkAdvisor that will cover how the RIA model is significantly shaping the wealth management industry.
Grab your tickets below:
https://t.co/KMc7DsQxpu
#wealthmanagement#finance#planning
We are excited that our Principal Larry Miles' book “It's That Simple: How to Build the Professional Service Firm of the Future” is now available for preorder! Check it out: https://t.co/wplblvDTy7
Challenge the status quo. Encourage a culture of feedback. We never want to do something because that’s the way it’s always been done. https://t.co/cXLQb48Go7 #ria#itsthatsimple#culture