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Jason Gordo of Modern Wealth on RIA Stories

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Manage episode 414601397 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting.

Learn more about Modern Wealth: https://www.modwm.com

Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories

  continue reading

252 episodes

Artwork
iconShare
 
Manage episode 414601397 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting.

Learn more about Modern Wealth: https://www.modwm.com

Download the RIA Due Diligence Guide from Resilient Advisor: https://www.resilientadvisor.com/riastories

  continue reading

252 episodes

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