Many believe that the broker-dealer channel and the Registered Investment Advisor (RIA) space are the same, but this couldn’t be further from the truth.  The real difference lies in their core focus — while one is geared toward sales, the other is deeply rooted in advice, impacting your investment journey vastly. Brent Mekosh walks you … <a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2024/05/29/our-firms-evolution-from-broker-dealer-to-ria-ep-79/"> Read More Read More</a>

Many believe that the broker-dealer channel and the Registered Investment Advisor (RIA) space are the same, but this couldn’t be further from the truth. The real difference lies in their core focus — while one is geared toward sales, the other is deeply rooted in advice, impacting your investment journey vastly. Brent Mekosh walks you … Read More Read More

Many believe that the broker-dealer channel and the Registered Investment Advisor (RIA) space are the same, but this couldn’t be further from the truth.&nbsp; The real difference lies in their core focus — while one is geared toward sales, the other is deeply rooted in advice, impacting your investment journey vastly. Brent Mekosh walks you … <a href="https://smart-money-simplified.blubrry.net/2024/05/29/our-firms-evolution-from-broker-dealer-to-ria-ep-79/" rel="noopener noreferrer"> Read More Read More</a>

Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)

Welcome to Smart. Money. Simplified with Brent Mekosh from The Wealth Stewards. In this podcast, Brent discusses some of the most important and interesting topics of the day as they relate to finance, the economy, and beyond.  The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of The Wealth Stewards or Concurrent Investment Advisors. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

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Welcome to Smart. Money. Simplified with Brent Mekosh from The Wealth Stewards. In this podcast, Brent discusses some of the most important and interesting topics of the day as they relate to finance, the economy, and beyond. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of The Wealth Stewards or Concurrent Investment Advisors. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

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Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)

Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)