goRIA Podcast

Episode 23: How you can "Bolt On" a trust solution to your RIA


Listen Later

Chuck talks with industry thought leader, Jamie Hopkins, about how RIAs can "bolt on" a trust solution. We have all heard of the "Great wealth transfer" and this trust solution can help RIAs best position themselves to retain client assets as they pass to G2.
...more
View all episodesView all episodes
Download on the App Store

goRIA PodcastBy goRIA Podcast