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The Advisor Lab

Feb 3, 2020

In this episode of Advisor Lab, we sit down with Amelia Garland, Head of Relationship Management and Business Development at CityWire, a rapidly growing Advisor-based publication. Amelia spends an enormous amount of time on the road with RIAs, diving into their practices and what it takes to build a successful RIA practice. We cover all areas of the RIA business including technology, marketing, and succession planning.  

We also cover how important brand is to build an RIA practice after breaking away.