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Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos

Financial Advisor Success

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Choosing Goldman Sachs: Navigating Custodial Options for Financial Advisors

This chapter explores the decision-making process behind selecting Goldman Sachs as a custodian over competitors like Schwab and Fidelity when establishing an RIA in 2013. It details the challenges with asset minimums and highlights the appealing features of Goldman Sachs that contributed to this choice.

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