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RIA Operators

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1 contribution to RIA Operators
1 like • 4d
Hi Lisa, while I don't yet have access to the 2026 full study, I do have their presentation deck from a recent webinar. If anyone else has the full study to share, that would be greatly appreciated. Thanks!
1 like • 2d
You're most welcome, happy to help! I have our intern completing a summer capstone project to benchmark our firm against the latest data & am excited to see what key strategic takeaways they present in the next few weeks ahead!
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Beth Burgert
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@beth-burgert-5809
COO of PFS Wealth Management

Active 2d ago
Joined May 1, 2026
Chicago, IL
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