10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks

A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some combination? In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, … Continue reading 10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks → Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Nov 17, 2021

Embed this episode

Attribution link and audio player

NOW PLAYING

10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks

0:00 32:28

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Rethink. Financial Advice?

This episode is 32 minutes long.

When was this Rethink. Financial Advice episode published?

This episode was published on November 17, 2021.

Can I download this Rethink. Financial Advice episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!