The Perfect RIA cover image

From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]

The Perfect RIA

00:00

Intro

This chapter explores the classification of financial advisors into three and a half groups based on their revenue and goals. It highlights the growth group focused on rapid expansion and the freedom group seeking efficiency and personal time.

Transcript
Play full episode

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