David Canter’s 6 Key Assumptions About the RIA Industry
The Modcast | Episode 023
What does the future of the RIA industry look like today? In our latest episode we feature a special guest and friend of the show, wealth management veteran David Canter, revealing the six fundamental assumptions transforming the industry right now. If you’re committed to staying ahead of chaos and capitalizing on unprecedented change, this episode is your blueprint.
You’ll learn:
- David’s six key assumptions about the RIA industry
- The five core characteristics every true wealth management platform should include
- The seven levers of growth
- And more