In this episode of RIA Collective, host Charlie Van Derven sits down with David Pappalardo of Segal Marco Advisors. Together, they dive deep into the world of financial advising and the ever-evolving trajectory towards independence. David sheds light on the dual-edged sword of independence: while it offers freedom, it also comes with significant responsibilities. Listen in as they discuss the nuances of being a solo player in the financial market, the essential need for planning, and how advisors can carve out unique identities in a saturated market.
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