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Podcast: Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
Episode: EP 294: Trust, Transparency & the Rise of RIAs | Peak Wealth Talks
Description: On a new episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth share insights on the RIA business model and why it continues to attract both advisors and clients. They highlight how the number of RIA firms has doubled in the last 20 years, reflecting major shifts in how people want to work with financial professionals. With a focus on trust, transparency, and real relationships, they explore what makes the independent model so appealing today.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI...