Episode 23: How you can "Bolt On" a trust solution to your RIA
Released Wednesday, 17th April 2024
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Episode 23: How you can "Bolt On" a trust solution to your RIA
Episode 23: How you can "Bolt On" a trust solution to your RIA
Wednesday, 17th April 2024
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Chuck talks with industry thought leader, Jamie Hopkins, about how RIAs can "bolt on" a trust solution. We have all heard of the "Great wealth transfer" and this trust solution can help RIAs best position themselves to retain client assets as they pass to G2.
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