Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Released Monday, 23rd January 2023
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Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Independence Playbook Part 6: Remove Compliance and Legal Red Tape
Monday, 23rd January 2023
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Welcome back to another episode of the Independence Playbook. In today’s episode, John is joined by Jon Morris, Chief Legal and Governance Officer at Dynasty Financial Partners. Jon shares some of the essential items advisors need to know from a legal perspective before breaking away.
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Powering Independence Podcast
The Powering Independence Podcast is a conversation about the RIA space with topics spanning the spectrum of wealth management. Hosted by Austin Philbin, this high-energy podcast offers powerful insights and ideas for successful entrepreneurs looking to drive scale, efficiency, and enterprise value.Join Podchaser to...
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