The Perfect RIA cover image

The Power of Experimentation in Financial Planning With Art Turock [Episode 338]

The Perfect RIA

00:00

Spotting Needs Beyond the Niche

Art explains looking outside traditional advisor roles to identify clients' broader needs like health.

Play episode from 02:18
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app