Licensing and Compliance Episode:
Arrowroot Family Office CEO Rob Santos and Director Rory Henry discuss Licensing and Compliance Basics for accounting firms adopting Holistic Wealth Management. They go over each of the licensing requirements, from outsourcing to partnering to building your own Registered Investment Advisory Firm in house. They touch on easy ways to Get Started and technology innovations in the space that allow you to offer various Holistic Wealth Management Services without needing a license.
Licensing and Compliance Basics
3 Level's Outsource, Partner, In House RIA Licensing
How to Get Started
Life Insurance and Estate Planning Licensing Requirements
