EPISODE · Mar 5, 2024 · 37 MIN
Episode 4: Go RIA with the help of a middle and back office provider
from goRIA Podcast · host goRIA Podcast
This week, Jeff and Chuck wrap up their 3 part series about “How to go RIA”. In their previous episodes, they unpacked going RIA by building from scratch and also tucking into an existing RIA. This week’s episode, with special guest Shirl Penny, they explore going RIA with the help of a middle and back office provider. Check out all 3 episodes to see which way makes the most sense for your journey to going RIA.
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Episode 4: Go RIA with the help of a middle and back office provider
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