Are you a financial advisor looking to make a change, create your succession plan, join another RIA firm, or trying to improve your operations?

Coming soon, a new podcast for financial advisors, hosted by Randy White, president and founder of TriCapital Wealth Management in Charlotte, NC. On The Advisor’s Plan Podcast, Randy will share how financial advisors can plan as well for themselves as they do for their clients. If you’ve been ignoring your own career trajectory because you’re too busy planning for your clients or managing other aspects of your business, this is the podcast for you.

Subscribe now so you’ll never miss an episode. You can listen to The Advisor’s Plan Podcast on Apple Podcasts, Google Podcasts, Spotify, or wherever you listen to podcasts.

COMING SOON! The Advisor's Plan

The Advisor's PlanBy Randy White, CFP®Jul 12, 2021