Does anyone know owners of small financial advisory businesses?

by a searcher from University of Pennsylvania - The Wharton School

2 years ago

I'm looking to speak with owners of the following businesses to learn more about the industry:
- Small RIAs
- Small/medium CFP/CHFC shops
- Financial coaching or financial therapy practices

As a nice to have, I'm particularly interested in shops that have younger/more tech-savvy clientele.

Thank you!
Christophe

1 like
45 views
1 comment

searcher from The University of Chicago - Booth School of Business

Christophe, did you have any luck with this? Also looking to connect with these types of owners.

1 year ago | like reply | 0 likes

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