• RIA Edge Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

  • Sep 30 2024
  • Length: 31 mins
  • Podcast

RIA Edge Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM

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  • Summary

  • Ken Stern’s journey with Lido Advisors started almost a decade ago with a chance meeting at a family office conference. His initial connection with Lido’s founders quickly evolved into a shared vision of providing unmatched client service and scaling a national brand. In some ways, the Lido story is a bit different among RIAs—instead of …

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