Rajini Kodialam

Focus Co-Founder
and Chief Operating Officer

The Evolution of RIA M&A With Focus Financial’s Rajini Kodialam

Rajini Kodialam sits with Informa’s Mark Bruno to discuss the evolution of M&A and the opportunities that exist today.

It’s a Bull Market for Advice. But Is It a Bull Market for Advisors?

Steve and Mark discuss how advisors can accelerate the growth of their businesses, and how AI, generational change and other factors will force them to revamp their business strategies for baby boomers turning 65.

 

Steven Sanduski

CFP, Founder of
Sanduski Advisor Network

AVAILABLE ON

Sponsored by