Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala
Behind The Advisor · Behind The Advisor
June 22, 201655m 24s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Anjali shares her work experience as a CPA and explains what motivated her to create her own financial planning firm. She gives an inside look into how she operates her RIA, including the details of her fee structure and why she uses the model she chose. We also cover the enormous benefits inherent in running a virtual practice.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/53