Does anyone know owners of small financial advisory businesses?

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October 25, 2022

by a searcher from University of Pennsylvania - The Wharton School in Washington, DC, USA

I'm looking to speak with owners of the following businesses to learn more about the industry:
- Small RIAs
- Small/medium CFP/CHFC shops
- Financial coaching or financial therapy practices

As a nice to have, I'm particularly interested in shops that have younger/more tech-savvy clientele.

Thank you!
Christophe

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Reply by a searcher
from The University of Chicago in Chicago, IL, USA
Christophe, did you have any luck with this? Also looking to connect with these types of owners.
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