Independence Playbook Part 4: Best Practices for Operations

23/01/2023 9 min
 Independence Playbook Part 4: Best Practices for Operations

Listen " Independence Playbook Part 4: Best Practices for Operations"

Episode Synopsis

Welcome back to another episode of the Independence Playbook. In today’s episode, Angela Gingras, Chief Administrative Officer, joins John. Angela has deep experience in RIA operations and can provide great insight into best practices for advisors transitioning to a fully independent model.