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Live from Future Proof with Peter Mallouk

The Compound and Friends

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Examining the Concentration of Mega RIAs and Evolving Client Expectations

This chapter explores the concentration of mega Registered Investment Advisors in places like Kansas and Nebraska, questioning if it's a coincidence. It also delves into changing client expectations and the necessity for advisors to enhance their offerings, including real estate and tax law, to stay competitive.

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