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The Journey to Independence: Exploring the RIA Path with Peter Hughes
In this episode of RIA Collective, our host Charlie Van Derven is joined by Peter Hughes, founder of LexAurum Advisors. They discuss the advantages and challenges of transitioning from a broker-dealer to an RIA, the importance of the Golden Rule in building a successful advisory firm, and the factors to consider when joining an existing RIA or starting your own. Tune in to gain valuable insights from Peter's experiences and learn how to navigate the path to independence.
Peter Hughes
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Next Episode
The Key to Market Influence with Evan Drury
Join our host Charlie Van Derven as he speaks with Evan Drury, a seasoned financial advisor, as he shares his valuable insights on the evolving landscape of the financial advisory industry and the role of content marketing in building meaningful client relationships.
Gain practical knowledge and expert advice from Evan's journey as he discusses topics such as personal branding, leveraging content for engagement, authenticity in storytelling, and the ethical aspects of content creation.
Explore the power of combining expertise and discover the strategies that can help you thrive as a financial advisor in today's digital age.
Evan Drury
LinkedIn
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