How Tech and Consolidation Are Reshaping the RIA Industry with Eric Flynn
Find out how technology, AI, and consolidation are transforming RIAs as Eric Flynn shares insights on scaling firms, offering seamless client experiences, and industry trends. Show Notes: 00:00 Introduction 1:54 About Compound Planning 4:19 Industry trends 8:24 Role of technology 9:31 Incorporating artificial intelligence 11:38 Questions advisors should be asking 14:59 Tools to help advisors 19:39 Eric’s background 21:47 How product sponsors can help RIAs 23:50 Investment opportunities 25:05 Long-term trend 26:25 Trend or fad
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The Bob Newhart Toupee Sketch That Broke Dean Martin
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Britain Sold Palestine to Pay Its WWI Debt. The Balfour Declaration Was a Banking Deal!
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