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The Value of Benchmarking for RIAs and Independent Financial Advisors
Episode 33
Published 6 years, 1 month ago
Description
Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry Mullen, CEO of Truelytics for a conversation on the value of benchmarking for RIAs and independent financial advisors.
The conversation is moderated by Mike Langford.