Competing for Clients
A humorous exchange reveals the competitive nature of RIAs as they vie for client money, with some even trying to pitch their services to journalists. The conversation shifts to the evolving landscape of direct lending, highlighting its significance as a vital source of capital for corporate borrowers and financial sponsors. Additionally, the importance of understanding tax implications in running an independent business is emphasized, showcasing the multifaceted roles one must navigate in this arena.In this clip
From this podcast
Odd Lots
Lots More With Sam Ro on the Booming World of RIAs
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