<p>In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing strategy, processes, and frameworks. </p>

In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing strategy, processes, and frameworks.

<p>In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing strategy, processes, and frameworks.&nbsp;</p>

Episode 54: Launching the RIA: Systems, Content, and Processes

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 54: Launching the RIA: Systems, Content, and Processes

Episode 54: Launching the RIA: Systems, Content, and Processes

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