How to be Innovative in The World of Wealth Management

On this episode of #AOPI – Join Mark and Scott as they welcome Wealth Manager, Economist, and Principal at Innovative Advisory Group, Kirk Chisholm to the show.

Listen in as they discuss:

• -How Kirk got into wealth management.
• -The reasons why his business is innovative in wealth management.
• -Lack of advertisement as the reason behind the limited knowledge of RIA.
• -Some of the things that put people at risk when investing in real estate through an RIA.
• -Questions that should be asked about alternative investments.
• -Some of the challenges that are observed from RIA clients.

Lastly, Kirk elaborates on how to invest smartly in the field that you expertise in. Listen in to hear more!