[RIA Edge Podcast] Tune in for expert insights on the latest market trends and investment strategies!
Jon Hirtle Co-Founder and Executive Chairman, Hirtle Callaghan |
| David talks with Jon Hirtle about what it means to be a strategic integrator empowering RIAs to deliver better solutions to their clients. Hirtle likens it to the health care landscape where interpersonal relationships are nurtured and retained, and where firms grow equity in their practice. | |
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Lisa shares highlights from Schwab’s RIA Benchmarking Study and sheds light on the essential role of strategic planning, mentorship programs and specialized roles in nurturing talent. | | Lisa Salvi Managing Director, Advisor Services, Charles Schwab |
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Ryan Parker CEO, EP Wealth |
| David and Ryan discuss EP Wealth’s robust growth in recent years by thinking big but keeping small. Smart acquisitions and steering their focus toward offering family-office level services has made comprehensive financial planning attractive to a broader clientele. | |
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