March 19, 2024
Fiduciary Voices Roundtable: Exit Interview with Robert Steinberg – Marie Swift
Founder and CEO Robert Steinberg, JD, CPA, CFP® took part in a Fiduciary Voices roundtable hosted by Impact Communications, where executives of leading RIA firms shared how they got to where they are now, what their biggest challenges are, and more importantly, what they foresee for continued growth and success. In this exit interview, hear Robert’s insights and takeaways about his experience.
