RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin Podcast Por arte de portada

RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

Escúchala gratis

Ver detalles del espectáculo

Acerca de esta escucha

 In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew …

Read More Read More
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
Todavía no hay opiniones