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

WealthManagement.com Staff

June 28, 2022

 

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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WealthManagement.com Staff

WealthManagement.com Staff

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