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.

Powering Independence Podcast

Dynasty Financial Partners

Independence Playbook Part 4: Best Practices for Operations

JAN 23, 20239 MIN
Powering Independence Podcast

Independence Playbook Part 4: Best Practices for Operations

JAN 23, 20239 MIN

Description

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.