017 - Kris Venne - Ritholtz Wealth Management
Living With Money - Podcast tekijän mukaan Tim Mullooly
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On today's episode of Living With Money, Tim talks with Kris Venne. Kris is the Director of Wealth Management at Ritholtz Wealth Management based out of NYC. Ritholtz Wealth Management is one of the fastest growing RIA's in the nation, and Kris discusses some of their philosophies within the firm that help them standout from the rest. They talk about on-boarding new clients, setting client expectations, and Kris' unique take on what is "next" to come for advisors.
