On this episode of Talking Wealth, Ben Carlson is joined by Cullen Roche, founder and CIO of Discipline Funds.
We’ll explore how Cullen turned his blog, Pragmatic Capitalism, into a funnel for wealth management clients, why he turned his client portfolios into ETFs, the process that goes into starting an ETF, the challenges facing advisors when it comes to reaching client goals and more.
This episode is sponsored by RBC Clearing & Custody.
To find out more visit: https://www.rbcclearingandcustody.com
Watch it HERE
