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Ritik Malhotra of Savvy Wealth on RIA Stories
Manage episode 418641231 series 3219348
Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.
Learn more about Savvy Wealth: https://www.savvywealth.com
253 에피소드
Manage episode 418641231 series 3219348
Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resilient Advisor Podcast.
Learn more about Savvy Wealth: https://www.savvywealth.com
253 에피소드
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