Ep. 263: Partners in the Foxhole: Rise Growth’s Blueprint for RIA Success With Terri Kallsen, Rise Growth

In this podcast episode, Terri Kallsen, CFP®, the 2025 CFP Board Chair-Elect and Managing Partner at Rise Growth, discusses Rise Growth's unique approach as minority investors in registered investment advisors (RIAs). She also covers the firm's leadership philosophy, technology integration strategy and how modern planning tools are used to meet the needs of the next generation of clients.

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