Service Academy Business Mastermind

#350: The One-Stop Platform Helping Financial Advisors Work Smarter with Ryan Dau, USAFA '17

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Sinopse

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ Ryan Dau is a former Air Force officer, and founder of ReframeRIA, a consultancy that helps financial advisors streamline their operations, refine their client experience, and optimize their technology stack.  Through ReframeRIA, Ryan partners with advisory firms to improve their workflows, refine their client experience, and implement technology that truly supports their businesses. His mission is simple: remove the operational chaos that slows advisors down so they can spend more time serving clients and growing their firms with confidence. In this episode of the SABM podcast, Scott chats with Ryan about: The Nonlinear Career Path: Ryan's Military, software, and advisory experience shaped his transition into consulting. Serving the Advisor, Not the Tech: Work begins with clarifying an advisor's ideal client and core pr