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A Conversation with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth
This week, AdvisorHub’s CEO, Tony Sirianni talks with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth. The two discuss resuming engagement with advisors, the impact of tax changes on succession plans, the elements of teaming with the new generation of advisors, and using new technology to better our business.
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By Tony Sirianni
4.6
55 ratings
This week, AdvisorHub’s CEO, Tony Sirianni talks with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth. The two discuss resuming engagement with advisors, the impact of tax changes on succession plans, the elements of teaming with the new generation of advisors, and using new technology to better our business.
LISTEN TO ADDITIONAL EPISODES
Watch This Episode in Video
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