134 - The Architecture of Risk Management w/ David Reyes
The Trade Busters
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Redefining Financial Advisory: The Architecture of Risk Management
This chapter contrasts the speaker's financial firm, Reyes Financial Architecture, with traditional RIAs, focusing on their unique, client-centric approach to financial planning. The speaker emphasizes the importance of personalized, formal plans and critiques conventional wealth management models while promoting risk management and lifelong income solutions.
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