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Episode 1 (Meet the CCO): Part 3

For the third and final installment of our debut Forge in Focus podcast episode, “Meet the CCO,” Chief Compliance Officer Jim Raper continues his conversation with Due Diligence Analyst Colin Berger to discuss how WealthForge’s internal culture informs its business practices:

“The [WealthForge] culture is one of maturity ... and one of care. WealthForge cares about our sponsors doing the right thing, the right way, all the time. We take an interest in their business plan and their business objective, and we value that or we wouldn’t represent it And so, I would want our client to view us as a partner that helps them achieve their goals rather than a service provider that’s looking for a paycheck.” !

Listen to the full seven-minutes of “The World We Work In”—Part Three of Episode 1—and watch this space for Episode 2 of Forge in Focus

HubSpot Video

 

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Episode 2 - Fintech FinOps: Part 1

We are excited to bring you another episode of Forge in Focus, our podcast series spotlighting the individuals that make WealthForge one of the most...

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Successful Syndicate Administration with a MBD

WealthForge recently connected with Michelle Wiens, Vice President of National Accounts at Capital Square, to discuss the benefits of outsourcing...

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Episode 1 (Meet the CCO): Part 3

For the third and final installment of our debut Forge in Focus podcast episode, “Meet the CCO,” Chief Compliance Officer Jim Raper continues his...

Read More