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15min chapter
Verdence's Leo Kelly: Building an RIA with the 'client as the architect'
RIA+
Building a Hyper-Collaborative Platform Business in Wealth Management
Verdence focuses on a team-based model shaped by clients, emphasizing trust and collaboration within the team. They discuss the evolution into a more robust enterprise by listening to clients, creating scalable platforms, and enhancing offerings to cater to evolving needs in the financial industry.
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