The Perfect RIA cover image

Improving Through Mentorship And Practice With Brady Bassford

The Perfect RIA

00:00

The Importance of Learning From Advisors That Are Doing Roth Conversions

Brady: One of the things I highly recommend is number one, learn from the advisors that are at the top of your current firm. But don't be afraid to reach out to those that are outside of your firm. Brady: There's really like three different types of people, maybe levels of where they're at.

Play episode from 07:25
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app