Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.
Learn more about Savvy Wealth: https://www.savvywealth.com
Information
- Show
- FrequencyUpdated Biweekly
- PublishedMay 17, 2024 at 12:49 AM UTC
- Length52 min
- RatingClean