))
Robb Baldwin: What’s Driving Custodial Decisions in the RIA Space Today
سلسلة مؤرشفة ("تلقيمة معطلة" status)
When?
This feed was archived on December 02, 2022 21:06 (
Why? تلقيمة معطلة status. لم تتمكن خوادمنا من جلب تلقيمة بودكاست صحيحة لفترة طويلة.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 310931196 series 3077508
المحتوى المقدم من Bill Coppel. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Bill Coppel أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
For independent advisors, the ability to help clients discover what really matters and then achieve it depends, in large part, on how well they are served by their custodians. In this episode, Robb Baldwin, President and CEO of TradePMR, joins host Bill Coppel − Managing Director and Chief Client Growth Officer at First Clearing – to explore what service means in a world dominated by fintech.
In this episode, you’ll hear:
- What’s missing from most custodial service models
- The four attributes that define a “boutique” custodian
- Key considerations when selecting a custodian
About Robb Baldwin
Robb Baldwin is Founder, President, and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs for RIAs. He began his career as a financial advisor and became a fee-only advisor in the 1990s. In 1998, he founded TradePMR to improve workflow, increase margins, and bring new levels of efficiency to advisors, allowing them to focus more on their clients and less on back-office infrastructure. In 2019, Financial Planning magazine recognized Robb as one of the “20 people who will change wealth management in 2020.”
Ways to connect with Robb:LinkedIn: https://www.linkedin.com/in/robbbaldwin/
82 حلقات
مشاركة
