Tips from top RIAs: Jeff Roof
In this one-on-one interview with Kelli Cruz, the director of custom research at InvestmentNews, Jeff Roof, president and founder of the Roof Advisory Group, talks about the ideal client and what his firm looks for in a relationship.
The InvestmentNews Research Team: recently completed a successful series of workshops based on the results from the InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms. Learn some key business management tips from top-performing advisory firms who participated in these workshops.
In this one-on-one interview with Kelli Cruz, the director of custom research at InvestmentNews, Jeff Roof, president and founder of the Roof Advisory Group, talks about the ideal client and what his firm looks for in a relationship.
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