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Navigating the Transition to Independence with Paul Saad
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In this episode of RIA Collective, host Charlie Van Derven speaks with Paul Saad, founder of Collaboria Capital, about his journey to independence and the challenges he faced along the way. Paul discusses the importance of understanding the "why" behind the decision to go independent and the need to be true to oneself in the process. He also shares his thoughts on the importance of technology in the industry and the value of building a strong team. Throughout the conversation, Paul offers valuable advice to advisors considering a move to independence, highlighting the importance of having a solid plan and staying true to one's values.
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