Ritik Malhotra: Independence, Culture, and AI | Next Gen

Barron's Advisor
25/09/2025 22 min
Ritik Malhotra: Independence, Culture, and AI | Next Gen

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Episode Synopsis

“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI. 

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