Growing an Enterprise RIA Firm with Wealthbox

Wealthbox Evangelist Diana Cabrices interviewed Rachel Daniels, Director of Operations at Avidian Wealth Solutions, to discuss the role that Wealthbox has played in Avidian’s growth. Since they began using Wealthbox in early 2019, Avidian Wealth Solutions has grown to over 50 team members. With a large team that’s constantly growing through M&A activity, effective collaboration is key.