AG

Alex Goss

CEO

Goss Advisors

New Orleans, Louisiana


Contact Information

Email
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Company Information

Company
Goss Advisors
Industry
financial services
Employees
82.0
Seniority
C suite

Technologies

Outlook Microsoft Office 365 Pardot Google Font API Wistia Mobile Friendly Stripe Google Tag Manager Vimeo Cedexis Radar Typekit Adobe Media Optimizer WordPress.org Basis Remote

Keywords

advisor transitions client first philosophy hybrid ria super osj independence101 large enterprise lpl financial fidelity uncovering myths of independence practice management advisor networking advisor education financial planning independence advisor recruitment financial advising wealth management client experience technology solutions ria support compliance management portfolio management investment solutions practice transition advisor community business growth shared resources advisor autonomy operational support regulatory compliance advisor succession custody services investment platform fin-tech flexible investments peer collaboration advisor-focused tech networking opportunities open architecture customizable tech stack advisory services advisor-led sessions training & support cost management monetizing revenue client portfolio financial independence transition support business expansion investment conflicts future of advisory asset management high net worth clients mutual funds expanding client base risk analysis tools creative financial solutions custom compliance programs financial advisor technology cost-efficient processes seamless transition cutting-edge tools investment management financial services

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