Sept 8, 2025 | FutureProof E3 | Guest: Dimple Shah, EVP, Head of Strategy and Client Experience, Osaic
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Dimple Shah, EVP, Head of Strategy and Client Experience, Osaic to discuss:
👉 Do I need to drop my Series 7 to go RIA?
