Being held to a higher standard is one of the many things that differentiate RIAs from all other financial advisors. Check out the video to get the full story.
The human side of finance
Through The Human Finance Project, we explored the many reasons why RIAs chose this profession to make an impact on people’s lives, as well as their own. Below is a sample of what we heard.
“As a student on this new path, I am looking forward to feeling successful. Not in the sense of how much I’m making but in the sense that I’m helping other, while also helping myself by feeling purposeful.”
“I’m a career changer, I’ve been through quite a few different careers. I wish I had known about planning much earlier. I think the RIA world is a beautiful path. I would love to see more people get into the profession.”
“I’ve met advisors from all walks and backgrounds in life. At the end of the day, we all have one common goal and that’s to help others through financial planning, financial literacy and financial education.”