In a recent episode of a podcast from Diamond Consultants, Tim Oden, senior managing director for business development at Schwab Advisor™, is interviewed about what it takes to make a successful transition to a Registered Investment Advisor (RIA).

Oden uses Nachman Norwood & Parrott Wealth Management Consultancy as an example of a firm who has made this move quickly while keeping their clients’ needs at the forefront.

To listen to the episode, click the audio clip below or visit the Diamond Consultants website.

 

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