Meet the RIA: Evolv Family Wealth

15 mins 53 secs

Please login to access your playlists.
Share a link to this video

Nick Kolbenschlag, Managing Director at Evolv Family Wealth, shares what went into the launch of the new RIA platform, its strategy for helping advisors build wealth, and how the personal CFO model ultimately benefits the end client. He also explains what pain points that Evolv intends to solve for advisors looking to leave the wirehouses.

COMPANIES

TOPICS