The Perfect RIA Confessions Of A Wholesaler with Guest Greg Goin
Dec 13, 2023
24:21
Matt is back with another Confessions of a Wholesaler episode, and this time is joined by Greg Goin, a seasoned wholesaler, and regional VP for Equitable, discussing the evolving landscape of financial planning. They dive into the core focus on planning adopted by successful advisors, the implementation differences in planning software usage between broker-dealers and RIAs, and the shifting perception of insurance products. Greg discusses the challenges and trade-offs associated with transitioning to an independent RIA with insights into the struggles faced by advisors, as well as the significance of effective delegation and continuous investment in professional development and technology understanding.