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

from goRIA Podcast · host goRIA Podcast

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.

Episode metadata supplied by the publisher feed · Published Apr 17, 2024

Embed this episode

Attribution link and audio player

NOW PLAYING

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

0:00 28:02

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 goRIA Podcast?

This episode is 28 minutes long.

When was this goRIA Podcast episode published?

This episode was published on April 17, 2024.

Can I download this goRIA Podcast episode?

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

URL copied to clipboard!