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The Clear Benefits of an RIA with Gary Chidsey
Manage episode 362187874 series 3368829
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In this informative episode of RIA Collective, host Charlie Van Derven chats with Gary Chidsey from Laser Insurance and Financial Services in Medina, Ohio. They discuss Gary's unique journey from a captive financial firm to the independent RIA space with the support of Nationwide.
Learn valuable insights and advice on managing a growing practice, right-sizing, and the benefits of partnering with a boutique RIA like LuxAurum. Tune in to discover how prioritizing tasks and focusing on revenue-producing work can help during a transition, as well as the importance of building strong relationships within the industry.
Gary Chidsey
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