Ric Edelman, co-founder of one of the largest independent RIAs in the U.S., shares insights on how he built his firm from scratch and what he would do differently if starting today. He discusses overcoming early challenges, scaling in 2024, and the integration of AI in financial practices. Edelman also explores the importance of targeting underserved markets, leveraging technology for scale, the role of private equity in the industry, and the future potential of blockchain and digital assets for advisors.
Watch on YouTube: https://www.youtube.com/watch?v=GPlYuA5SwEo
