Episode 1: Introducing goRIA with Jeff & Chuck

from goRIA Podcast · host goRIA Podcast

goRIA with Jeff & Chuck covers everything you need to know about becoming an independent registered investment advisor. From choosing a custodian and building a tech stack to deciding whether to tuck in to an existing RIA or build your own practice and everything in between. This podcast, co-hosted by an experienced journalist and a veteran advisor who made the transition to independence, is designed as a blueprint for going RIA. IN_GoRIA

Episode metadata supplied by the publisher feed · Published Mar 5, 2024

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Episode 1: Introducing goRIA with Jeff & Chuck

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This episode is 3 minutes long.

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This episode was published on March 5, 2024.

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