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.
Most advisors acknowledge that the more human side of money, the therapeutic side, is integral for building a client relationship based on trust. So how do you develop the skills needed to help people with the emotional needs that are … Continued