Episode 53: How to leverage a custodian's resources to goRIA

from goRIA Podcast · host goRIA Podcast

Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.

Episode metadata supplied by the publisher feed · Published Mar 3, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

Episode 53: How to leverage a custodian's resources to goRIA

0:00 26:54

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

Episode 30 - How to Read and Interpret a Balance Sheet – Part 5

Jan 27, 2024 ·12m

Episode 28 - How to Read and Interpret a Balance Sheet – Part 4

Jan 19, 2024 ·9m

Episode 27 - How to Read and Interpret a Balance Sheet – Part 3

Jan 18, 2024 ·5m

Episode 26 - How to Read and Interpret a Balance Sheet – Part 2

Jan 14, 2024 ·6m

Episode 25 - How To Read And Interpret A Balance Sheet - Part 1

Jan 5, 2024 ·7m

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of goRIA Podcast?

This episode is 26 minutes long.

When was this goRIA Podcast episode published?

This episode was published on March 3, 2026.

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!