Investment Advisory Episode:

Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss implementing Investment Advisory into your firm. They cover various solutions from outsourcing, partnerships, to building your own Registered Investment Advisory Firm In House. They discuss technological innovations in the space that have solved most of the operational and compliance problems that have prevented firms from adopting this service in the past. Lastly, they provide tips on how to monetize your book of business, as well as easy ways for your firm to GET STARTED.

Investment Advisory and Holistic Wealth Management
History of Investment Advisory and "The Fiduciary Standard"
Outsource, Partner, In House RIA
Technological Innovations
Pathway to Estate Planning, Life Insurance, and Financial Planning
How to Get Started

Episode 3 Investment Advisory