Dick Pfister in the News: RIA Edge Podcast

AlphaCore’s Founder & CEO, Dick Pfister, joins WealthManagement.com’s RIA EdgePodcast with host David Armstrong to discuss the firm’s unique investment approach and growth journey. Dick shares insights from his early experiences in the financial industry, the founding of AlphaCore, and the importance of scalable integration solutions for complex processes across all departments.

The discussion covers AlphaCore’s distinctive methods for providing diversification and risk management, the importance of building a dedicated team and scalable technology for growth, and the strategic decision behind an investment from Constellation Wealth Capital. Additionally, Dick emphasizes the firm’s core values, particularly prioritizing client needs, and offers practical strategies for fostering organic growth through client referrals, educational initiatives, and leveraging networks.

Click here to listen to the full interview.

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