Ep #370: Mastering the RIA Transition from CIO to Successful Founder

Behind The Advisor
20/09/2023 55 min Episodio 370
Ep #370: Mastering the RIA Transition from CIO to Successful Founder

Listen "Ep #370: Mastering the RIA Transition from CIO to Successful Founder"

Descargar episodio Ver en sitio original

Episode Synopsis

Our guest moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth shares some fantastic stories and insights that you won’t want to miss! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/370  

More episodes of the podcast Behind The Advisor

Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs 10/09/2025
Ep 411: Growing Through Change: Building a Balanced Financial Practice 27/08/2025
Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships 13/08/2025
Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm 16/07/2025
Ep #408: Coming Full Circle: Relaunching a Purpose-Driven Firm 02/07/2025
Ep #407: A Decade of Building XYPN from the Inside Out 09/04/2025
Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo 26/03/2025
Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation 12/03/2025
Ep #404: Building a Purpose-Driven Practice in Three Months 22/01/2025
Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer 08/01/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA