Maximizing Time with Clients: Supporting Registered Investment Advisors (RIAs)

 Trap Kloman, President and COO at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss the Commonwealth Conference in Denver and other investing topics. Vance Barse, Wealth Strategist and Founder at Your Dedicated Fiduciary, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Wendy Schiller, at Brown University, joins to discuss the latest on the vacant House Speaker and the Biden admin’s response to the war in Israel. Hessam Nadji, CEO at Marcus & Millichap (NYSE: MMI), joins to discuss real estate, mortgage rates, and commercial real estate. Shelby Trinkino, Certified Financial Planner with Independent Wealth Strategies, joins us from the Commonwealth Financial Network 2023 National Conference to discuss her advising team and strategies. Peter Essele, Senior Vice President of Investment Management and Research at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss financial advising and investing. Hosted by Paul Sweeney and Matt Miller.

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