9 min
Independence Playbook Part 4: Best Practices for Operations Powering Independence Podcast
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- Investing
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.
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.
9 min