The Art & Science of Building a Next-Gen RIA
Join Reese Harper, CFP®, as he explores the Elements of Financial Planning™ behind our niche RIA’s ongoing planning processes and cutting edge technology. Enjoy advisor Q&A, expert interviews, and stories from our first hand experience to help you grow your RIA.
Latest Episode
How to Fill Your Pipeline: A Lesson on Net Worth
Your marketing efforts bring prospects into the top of your sales funnel. You’re then anxious to nurture those prospects through the sales process to become clients. But to guide them completely through the process, it’s crucial you engage with them … Continued
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