In 2017, Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help families ripped apart by the opioid crisis.
Robson doesn’t see the need to bring every service offering in-house to effectively grow an RIA catering to HNW wealth creators. The secret is paying deep attention to the clients—and their families.
What motivated the founders of Holistic Planning to leave Edward Jones after more than four decades? They discuss their thought process, the transition and the growth opportunities they are now experiencing.
