When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps.
GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.
In this webinar on Thursday, March 24th, renowned behavioral economist Dan Ariely, Co-founder & Partner of Irrational Capital will discuss the link between human capital and equity value.
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