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Practice Management | Modern Financial Advisor Podcast |
1 min read

Using Compliance as a Strategic Edge with Ivan Barretto

Jeremi Karnell
Written by Jeremi Karnell
Feb 20, 2019

Ivan Barretto, Managing Partner and Founder of RIA Compliance Concepts, joins Mike Langford to explore how compliance can be used as a strategic edge by wealth management firms and individual financial advisors.

Audio Stream

It is a little over 40 minutes and you may stream it on Alexa, iTunes, SoundCloud, Stitcher, and TuneIn.

Video Overview  

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.

Also, check out:

Episode 10 - Using Sentiment Analysis and AI to Beat the S&P 500 with Jamie Wise of Buzz Indexes

Episode 9 - Practice Management Themes for 2019 with Grant Hicks and Carla McCabe

Episode 8 - The Value of Alternative Investments in IRAs with Henry Yoshida of Rocket Dollar

Episode 7 - Digital Transformation & Blockchain with Jeremi Karnell

Episode 6 - Acquisition Financing with James Hughes of Live Oak Bank

Episode 5 - Importance of Culture with Jim DeCarlo, CEO of StratWealth

Episode 4 - Firms of the Future with Shane Morrow, Managing Partner IronBridge

Episode 3 -  Firm Value with Jeff Miller

Episode 2 -  Practice Management with Carla McCabe

Episode 1 -  The Truelytics Origin Story with Terry Mullen

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