Steve Sanduski

AUGUST 22, 2023

Guest: John Furey , Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors , a think tank including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and sharing.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

ClearMoney

DECEMBER 5, 2021

2005), MSCI Turkey Index (gross div.)(2000), UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. This material is not a sales communication.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

2005), MSCI Turkey Index (gross div.)(2000), UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. This material is not a sales communication.

Government 52

Government Commission Economics Distribution 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 162

Compliance Clients Wealth Management Management 162