Notas del episodio
In this episode of the 9Innings Podcast, host Kevin Thompson, CEO of 9i Capital Group, engages with Tobias Salinger, a renowned journalist and Chief Correspondent of Financial Planning at Arizent, to delve into the disparities in growth within the RIA sector. They discuss the struggles of smaller firms against larger entities, the burdens of compliance, and the complexities of selling practices. Tobias underscores the significance of fiduciary responsibility and the commendable efforts of advisors focused on professional growth and client service.
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MLB to CFP® -https://books.apple.com/us/book/mlb-to-cfp/id1544610970
MLB to CFP®- https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4