The Real Pros and Cons of Independence With Terry Parham
After achieving significant success within well-established organizations, with room for continued career growth, it can be difficult to strike out on a new path. Terry Parham did just that in 2021 — and he’s confident it was the best decision he’s ever made.
On this Season 3 finale of the Ask the Retirement expert podcast, Parham sits down with ThinkAdvisor senior reporter to discuss the launch of Innovative Wealth Building, a fast-growing fully independent registered investment advisor serving a diverse and dynamic client base. He details how a journey that began with a $200-per-week college internship had blossomed into a rewarding and engaging career.
During the episode, Parham and Manganaro also discuss:
- The many virtues and real cons of RIA independence.
- How to create (and execute) an intergenerational leadership strategy.
- The importance of highly tailored retirement advice and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
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