The Wealth Cast

Pillars of Building a Resilient Company and Navigating Change - Ep 19


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On Episode 19 of The Wealth Cast, the tables are turned! Charles is introduced by Tina Dietz, CEO and Founder of Twin Flames Studios, which produces The Wealth Cast. They discuss big news, the merger of Independence Advisors with Modera Wealth Management as of the beginning of 2021, and Chas shares many stories, including his trip to Germany on behalf of Dimensional Fund Advisors where he gave presentations in German... and more.
Get the full show notes and more resources at TheWealthCast.com
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The Wealth CastBy Charles P. Boinske

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