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WMTV on the Road

RPA EDGE: Rick Shoff on Adding Value to Clients Through Partner Collaboration

Captrust's Rick Shoff talks about the future of financial advisors partnering with retirement plan advisors.

 

In this video, Fred Barstein is joined by Rick Shoff, managing director of Captrust, in discussing the future of financial advisors diverging from traditional client acquisition and partnering with retirement plan advisors.

Fred and Rick discuss:

  • How Captrust developed as a business from independent advisors;
  • What services are offered by Captrust advisors and how the advisors collaborate with their partners to add value for clients; and
  • How Captrust is leveraging retirement planning to grow its wealth management business.

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