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Ep. 7 The Path to Starting Your Own RIA - Jake Northrup [RIA Founder]
Manage episode 427240885 series 3584470
Контент предоставлен Financial Planning Association National Capital Area Chapter. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Financial Planning Association National Capital Area Chapter или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode host Belle Osvath, CFP® talks with Jake Northrup, CFP®, CFA, CSLP® the founder of Experience Your Wealth, LLC an RIA firm catering to younger families that like to travel. Jake talks about his experience opening an RIA and some of the strategy behind his decisions.
- Jake Northrup: LinkedIn
- Website: ExperienceYourWealth.com
- Article: Kitces.com/blog
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
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