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goRIA with Jeff Schwantz, Advisor360° One of the most important steps for going RIA is your transition. Advisor360's Jeff Schwantz shares some very important tips that you'll want to keep in mind as you plan your course to going RIA! www.goRIA.com ==================================== #goRIA Fueled by InvestmentNews ====================================

goRIA with Jeff Schwantz, Advisor360

goRIA with Jeff Schwantz, Advisor360

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Charles "Chuck" Failla, CFP®

Founder CEO Sovereign Financial Group, Inc. 🔹 Host of goRIA: Fueled by InvestmentNews 🔹 RIA Enthusiast

2mo

This was a great talk — lots of very important and actionable info about how to transition your book safely and efficiently. Many thanks to Jeff Schwantz for sharing such useful advice with the #goRIA audience!

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