Transcript: Tom Rampulla
Barry Ritholtz
OCTOBER 19, 2022
So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? RAMPULLA: Yeah.
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