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7min chapter
Lots More With Sam Ro on the Booming World of RIAs
Odd Lots
Curating Financial Insights
This chapter explores the significance of information curation in the financial sector, emphasizing the use of newsletters to enhance advisor-client conversations. It also highlights the evolving role of Registered Investment Advisors in industry events, their casual networking experiences, and the influence of behavioral finance on investment strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode