In 2010, RIA-in-a-Box handled 1 of every 5 successful new registrations for an investment advisory license. Zachary Gronich began his career helping CPAs get registered as RIAs and he morphed his business into a growth machine.
In this episode of New Rules of Investing Radio, you'll learn:* why RIA-in-a-Box is growing like a weed (over 50% year over year)* why more advisors choose to outsource registration and compliance* what Gronich expects from future regulatory regimes * how he is scaling his firm for future growth
Thanks for joining us on this episode of New Rules of Investing Radio -- where we discuss tools, tips and technologies for financial service professionals to grow their businesses. You can find this episode and our archives on NewRulesofInvesting.com and on iTunes.
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