Exploring the RIA Space with Nate Lenz (Ep. 77)

SMART MONEY. SIMPLIFIED.
16/05/2024 39 min
Exploring the RIA Space with Nate Lenz (Ep. 77)

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Episode Synopsis

Many believe that the transition from a broker-dealer to a Registered Investment Advisor (RIA) space is deeply complex and risky, possibly jeopardizing client relationships.  However, this move can actually open up a world of opportunities for personalized client service, technology advancement, and business model autonomy, This week, Brent Mekosh is joined by Nate Lenz, the …

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