Episode 23: How you can "Bolt On" a trust solution to you...

What this episode covers

Chuck talks with industry thought leader, Jamie Hopkins, about how RIAs can "bolt on" a trust solution. We have all heard of the "Great wealth transfer" and this trust solution can help RIAs best position themselves to retain client assets as they pass to G2.

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Frequently Asked Questions

How long is this episode of goRIA Podcast?

This episode is 28 minutes long.

When was this goRIA Podcast episode published?

This episode was published on April 17, 2024.

What is this episode about?

Chuck talks with industry thought leader, Jamie Hopkins, about how RIAs can "bolt on" a trust solution. We have all heard of the "Great wealth transfer" and this trust solution can help RIAs best position themselves to retain client assets as they...

Can I download this goRIA Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.