RIA+ cover image

Verdence's Leo Kelly: Building an RIA with the 'client as the architect'

RIA+

CHAPTER

Intro

Leo Kelly, the founder and CEO of Verdence Capital Advisors, shares insights on his journey, leadership evolution, and factors driving the firm's success, highlighting unique business lines positioning Verdence for long-term growth.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner