Author: Michael Kitces
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Welcome back to the 295th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shari Greco Reiches. Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households.Read More…
The post #FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches first appeared on Kitces.com.