David Kakish talks technology and finance for your listeners. Founder and President of RIA WorkSpace believes that small and midsize Registered Investment Advisors and Financial Advisors are different than other businesses. He likes to think of these RIAs as the small giants in the financial services industry.
David is committed to higher standards and easier access to enterprise level IT and cyber security for small and midsize RIAs. He believes that an off-the-shelf IT setup doesn’t meet the unique needs of the industry and encourages RIAs to seek out better, enterprise-level solutions to protect their business and their clients.
Listen to this insightful RIA episode with David Kakish about RIA WorkSpace!
Here is what to expect on this week’s show:
- Why David decided to start RIA WorkSpace, and how he started it after working for a Fortune 500 Company!
- David’s ideal client and the market he covers!
- How David differentiates himself
Connect with David:
Guest Links:
Website- https://www.riaworkspace.com
LinkedIn- https://www.linkedin.com/in/kakishd
Learn more about your ad choices. Visit megaphone.fm/adchoices
