The Clear Benefits of an RIA with Gary Chidsey

from RIA Collective · host Charlie Van Derven

In this informative episode of RIA Collective, host Charlie Van Derven chats with Gary Chidsey from Laser Insurance and Financial Services in Medina, Ohio. They discuss Gary's unique journey from a captive financial firm to the independent RIA space with the support of Nationwide. Learn valuable insights and advice on managing a growing practice, right-sizing, and the benefits of partnering with a boutique RIA like LuxAurum. Tune in to discover how prioritizing tasks and focusing on revenue-producing work can help during a transition, as well as the importance of building strong relationships within the industry.Gary ChidseyLinkedInWebsite

Episode metadata supplied by the publisher feed · Published May 1, 2023

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The Clear Benefits of an RIA with Gary Chidsey

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