RIA Culture Shift
The conversation highlights a cultural shift among independent registered investment advisors (RIAs), many of whom have transitioned from larger firms to embrace a more flexible business model. With an abundance of outsourcing services available, RIAs can focus on client engagement while relying on curated content, like newsletters, to stay informed and provide valuable insights. The role of media is emphasized as a vital tool for generating talking points and enhancing client interactions.In this clip
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Odd Lots
Lots More With Sam Ro on the Booming World of RIAs
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