RIA Collective: Chris Price | Why Process Beats Talent in Building an Advisory Firm
What separates a successful advisory firm from one that struggles to scale?
According to Chris Price, it comes down to process.
In this episode of RIA Collective, host Charlie Van Derven sits down with Chris Price of Wealth Solutions Partners to discuss his journey from the insurance world into a more independent, hybrid advisory model and the lessons he's learned about building a scalable business.
Chris shares how earning professional designations changed the way he viewed financial advice, why systems become more important as firms grow, and how AI is reshaping advisor efficiency without…
The skinny
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