RIA Edge Podcast: Building a Sustainable RIA with Oliver Cross
This podcast features Oliver Cross of Verum Partners discussing how strategic decisions in hiring, technology, and ownership mindset contribute to building a sustainable and scalable RIA. While AI isn't explicitly mentioned, the focus on technology decisions is highly relevant for financial advisors considering how AI can be integrated into their practice for growth and efficiency. It offers a broader perspective on firm management that can inform AI adoption strategies.
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