Going Independent: Building your RIA from the ground up

Описание к видео Going Independent: Building your RIA from the ground up

Forming your own RIA requires a hefty amount of legwork. We called in two leading experts — Dasarte Yarnway, Founder & Managing Director of Berknell Financial Group, and Brittney Castro, CFP, Founder & CEO of Financial Wise, Inc. — to help answer the most important questions when it comes to building your RIA from the ground up.

Be sure to subscribe to Altruist so you never miss an episode ► https://bit.ly/3fC4jNX

Learn more about Going Independent ► https://bit.ly/3n7fEcT

ABOUT ALTRUIST:
We help you do better with your money by empowering financial advisors to do their best work.

Learn how we can help you grow ► https://altruist.com/product

STAY CONNECTED:
Instagram ► https://bit.ly/3cNsF5K
Twitter ► https://bit.ly/2ykku1L
Linkedin ► https://bit.ly/3dYqDjc

Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.

All Copyright 2020 Altruist Corp

Комментарии

Информация по комментариям в разработке