
Shannon Reid on her Osaic move, equity pitfalls, and AI’s limits
AdvisorHub CEO Tony Sirianni sits down for a chat with Shannon Reid, President and Head of Advisor Growth & Engagement at Osaic, on the Tony Sirianni Podcast. The two discuss having a future focus for your firm, being multi-custodial, equity versus enterprise value, respecting the value of the advisor/client relationship, maintaining a human touch and engagement, and building an agile and nimble firm platform.
Watch the podcast on AdvisorHub.
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