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Nick Kolbenschlag, Managing Director at Evolv Family Wealth, shares what went into the launch of the new RIA platform, its strategy for helping advisors build wealth, and how the personal CFO model ultimately benefits the end client. He also explains what pain points that Evolv intends to solve for advisors looking to leave the wirehouses.
Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.