Inside Raymond James’ RIA Custody Buildout With Greg Bruce
ADVISORHUB
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Inside Raymond James’ RIA Custody Buildout With Greg Bruce
96 просмотров · 8 дн. назад
ADVISORHUB
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96 просмотров · 8 дн. назад
This week, AdvisorHub’s CEO, Tony Sirianni talks with Greg Bruce, President of RIA and Custody Services at Raymond James. The two discuss maintaining an alignment with Raymond James culture, building culture in the custodial space, creating a harmonious partnership with banking representatives, how to create a legacy for your business, and the evolutionary track of AI.