Episode 9: Ancillary business services for your RIA

from goRIA Podcast · host goRIA Podcast

So… you want to build your own RIA – congrats! In this episode, Chuck is joined by Barry Sloane, CEO of NewTek and together they unpack many of the “ancillary” services you’ll want to consider adding to your new RIA firm. They will cover: IT, cybersecurity, phones, payroll, health insurance, and more. Perhaps not as “sexy” as Direct Indexing, but, all important building blocks for your new firm. Enjoy!

Episode metadata supplied by the publisher feed · Published Mar 6, 2024

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Episode 9: Ancillary business services for your RIA

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This episode was published on March 6, 2024.

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