RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin Podcast By cover art

RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

Listen for free

View show details

About this listen

 In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew …

Read More Read More
No reviews yet