
Sign up to save your podcasts
Or


Cary Street Partners COO Wesley H. Gallup, CFP® discusses how the firm’s operational structure, technology strategy, and team performance framework are driving growth across the organization. He also breaks down the challenges of scaling a modern RIA and shares how CSP is cultivating a cohesive ecosystem designed to help advisors—and their clients—thrive.
By Asset TV5
3131 ratings
Cary Street Partners COO Wesley H. Gallup, CFP® discusses how the firm’s operational structure, technology strategy, and team performance framework are driving growth across the organization. He also breaks down the challenges of scaling a modern RIA and shares how CSP is cultivating a cohesive ecosystem designed to help advisors—and their clients—thrive.