As GM and Head of Engagement at MarketCounsel and Hamburger Law, Ryan Marcus has a wealth of knowledge on what it takes to find success in wealth management. His previous work at United Capital, RIA in a Box, Morgan Stanley and other big-name wealth management companies have made him a subject matter expert in the industry – and now, he’s sharing those insights with our On the Circuit listeners.
In this episode, Marcus discusses trends in breakaways and M&As, including how evolving fintech is encouraging more firms than ever to consider independence. That RIA experience, however, comes with its own set of risks. Listen in to learn more about how advisors can best navigate the current financial landscape to optimize client outcomes and economic success.
Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started:
As GM and Head of Engagement at MarketCounsel and Hamburger Law, Ryan Marcus has a wealth of knowledge on what it takes to find success in wealth management. His previous work at United Capital, RIA in a Box, Morgan Stanley and other big-name wealth management companies have made him a subject matter expert in the industry – and now, he’s sharing those insights with our On the Circuit listeners.
In this episode, Marcus discusses trends in breakaways and M&As, including how evolving fintech is encouraging more firms than ever to consider independence. That RIA experience, however, comes with its own set of risks. Listen in to learn more about how advisors can best navigate the current financial landscape to optimize client outcomes and economic success.
Want to learn more about how Three Crowns can help you create your own podcast? Check out the links below to get started: