Episodes
Wednesday May 29, 2024
Ep 12: Choosing the Right Partner for Your RIA
Wednesday May 29, 2024
Wednesday May 29, 2024
Things are different when you're on your own as an independent RIA and a strategic partnership becomes all the more valuable as the business continues to grow and evolve. Principals from several of Bluespring's most successful RIAs talk about their process to find the right partner for their business and how that impacted their teams and their clients. Hosted by Chairman Stuart Silverman.
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