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2min chapter
Live from Future Proof with Peter Mallouk
The Compound and Friends
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode