AHTV Zoom Call: Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth

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This week, AdvisorHub’s CEO, Tony Sirianni talks with Matt Chisholm – SVP, Practice Management & RIA Services at Commonwealth. The two discuss resuming engagement with advisors, the impact of tax changes on succession plans, the elements of teaming with the new generation of advisors, and using new technology to better our business.

 

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