by Potomac | Jul 29, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just...
by Manish Khatta | Jul 19, 2022 | Christopher, Jeff, Jen, Manish, Podcasts
From building tech to hiring four wholesalers (yes, we know…) and a project manager, this next quarter looks to be a busy...
by Manish Khatta | Jun 14, 2022 | Manish, Podcasts
Manish is joined by Robert Sofia and Michael Baker for a candid conversation on video, work-life balance, self awareness, and...
by Potomac | Jun 9, 2022 | Advisors, Manish
Any (good) RIA business owner will have a mentor(s) to lead them. Business is a contact sport, and taking a docile approach always loses. We need the tenured professionals around us as a guide when starting, or evolving, any business —it’s a missed opportunity if you...
by Manish Khatta | Jun 3, 2022 | Christopher, Manish, Podcasts
Morningstar buys a $30 million stake in SMartX, Orion acquires Townsquare Capital, TIFIN raised $109 million, and...
by Manish Khatta | May 31, 2022 | Christopher, Manish, Podcasts
In this episode of Featuring, Manish and Christopher are joined by CEO of Orion Advisor Solutions, Eric Clarke, to discuss the company’s rise, best in breed versus all in one, navigating integrations, and so much...
