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He advises against choosing either a virtual RIA platform or a succession plan based solely on inheriting a book of aging clients.
“I don't like either of these approaches. I think you you have to find a firm that wants to have you as a practitioner and is willing to give you time and patience and training.”
The Compound · Feb 2026 · 1 episode · 34K views on this topicExtracted by a model; may misattribute who said what.