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How Financial Advisors and RIAs Can Benefit From the CARES Act

Mike Langford
Apr 1, 2020

The Coronavirus Aid, Relief and Economic Security (CARES) Act, passed into law on March 27, 2020, is intended to provide emergency relief to individuals and businesses to help minimize the negative financial impacts of the COVID-19 pandemic. Whether you are a solo independent financial advisor, an owner of an RIA, or an executive at a wealth management firm the loan programs made available in the CARES Act are worth exploring  as soon as possible. 

Scott Wetzel, CEO of SkyView Partners joined me for this special episode of the Modern Financial Advisor podcast, to explore the lending options available for financial advisors, RIAs, and their clients. Based on what he and his team have learned so far, the lending programs are very attractive and are designed for ease of application and approval to ensure funds are distributed quickly.

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Play Music, Alexa,  SoundCloud, Stitcher, and TuneIn.

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If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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