Lisa Salvi, Head of Business Consulting and Education at Schwab Advisor Services , joined Julie Cooling , Founder and CEO of RIA Channel , to discuss strategies advisors can use to enhance organic growth.
Keith Black is the Managing Director at RIA Channel. He specializes in finance and financial markets, focusing on alternative investments, asset management, investment strategies, and wealth management. Keith's insights and expertise have been featured in notable publications including the Evening Standard, Jewish Chronicle, The Telegraph, and LBC (London Broadcasting Company).