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Ryan Fleischer (https://x.com/revgroupllc) is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and institutions address their financial needs and goals. Ryan provides expertise in goals-based investing and innovative portfolio construction to entrepreneurs, founding CEOs, and high-net-worth individuals and families.

In this episode, Brian and Ryan discuss:

1. The Importance of Forward-Looking Investment Strategies

2. The Value of Face-to-Face Client Interactions

3. Leveraging Data for Investment Success

4. Evolution of Financial Products and Advisor Practices

LinkedIn: https://www.linkedin.com/in/ryanfleischer/

Company LinkedIn: https://www.linkedin.com/company/revolution-group-llc/

Website: https://www.revgroupllc.com/

Twitter: https://x.com/revgroupllc

Facebook: https://www.facebook.com/RevGroupLLC/

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