Audible Premium Plus. $0.99/mo for the first 3 months. Get this deal. Cancel anytime.

RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr
Oct 8 2024
Length: 33 mins
Podcast

Failed to add items

Sorry, we are unable to add the item because your shopping cart is already at capacity.

Add to Cart failed.

Please try again later

Add to Wish List failed.

Please try again later

Remove from wishlist failed.

Please try again later

Adding to library failed

Please try again

Follow podcast failed

Please try again

Unfollow podcast failed

Please try again

RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

Listen for free

View show details

Summary
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab’s approach to enhancing the advisor experience, including the group’s work on technology integrations, changes made in the wake of …
Read More Read More

Show more Show less

Show more Show less

What listeners say about RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews

No Reviews are Available

Report a review on Amazon