The Value of Benchmarking for RIAs and Independent Financial Advisors

Modern Financial Advisor - A podcast by finservMarketing

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Business Technology

Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry Mullen, CEO of Truelytics for a conversation on the value of benchmarking for RIAs and independent financial advisors. The conversation is moderated by Mike Langford.