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Jason Gordo of Modern Wealth on RIA Stories
Manage episode 414601397 series 3219348
On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting.
Learn more about Modern Wealth: https://www.modwm.com
Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories
253 episódios
Manage episode 414601397 series 3219348
On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting.
Learn more about Modern Wealth: https://www.modwm.com
Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories
253 episódios
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