EPISODE · Mar 3, 2026 · 26 MIN
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.
What this episode covers
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.
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Episode 53: How to leverage a custodian's resources to goRIA
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