10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks
Nov 17, 2021
32:28
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A common question in the industry is what type of firm is best for a financial professional in today’s advisory world. Is it captive or independent? Is it insurance, wealth management or registered investment advisor? Is it a hybrid? Is it some combination? In this episode, Adam Holt & Derek Notman speak with Ryan Shanks, … Continue reading 10. Rethink: Moving Firms – Captive vs IBD vs RIA – featuring Ryan Shanks→
Rethink. Financial Advice