The Investipal podcast
The next generation of advice.
With Paul Litchfield
Loads the YouTube player when selected.About this episode
Paul Litchfield discusses an aging advisor workforce and succession planning, the shift toward the RIA model and his perspective on its appeal relative to larger firms. The conversation also explores comprehensive services, including financial planning and tax strategies, and growing interest in alternative investments.
Discussion themes
- An aging workforce and succession planning.
- The RIA model and Paul’s perspective on its appeal.
- Comprehensive financial planning and tax strategies.
- Interest in alternative investments.
These notes summarize the original episode description. They are not a transcript.