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Ritik Malhotra: Independence, Culture, and AI | Next Gen

Ritik Malhotra: Independence, Culture, and AI | Next Gen

Barron's Advisor

September 25, 202522m 32s

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Show Notes

“There is a pathway for every advisor, wherever you are in your journey, to be able to jump to independence,” says the founder and CEO of Savvy Wealth, who also discusses how to establish a strong team culture and effectively use AI. 

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