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ON LOCATION
FPA E5: Sonya Dreizler, Co-Founder, Choir
Chuck & Sonia talk about DEI and “The Reluctant Entrepreneur” – these are advisors that used the RIA channel to create a DEI friendly environment for themselves and other advisors.
Oct 02, 2023
By
InvestmentNews
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners
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