In this episode of RIA Collective, host Charlie Van Derven is joined by Mario Payne of Toames Financial, based in Jacksonville, Florida. Together, they dive into Mario's intriguing journey from Edward Jones to Raymond James, retaining an impressive 85% of his assets during this pivotal transition. Dive deep into the significance of estate planning, the rising power of automation in financial advisories, and Mario's innovative venture into the ETF world.
Join us as we explore the intricate dance between technology and finance, and how automation is reshaping the future of financial advising. Additionally, discover how Mario, with his unique blend of financial prowess and philanthropy, is making waves in the industry, all while emphasizing the importance of stewardship.
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