DiMeo Schneider was founded in 1995 and one year ago, combined with Fiduciary Investment Advisors to form one of the largest RIAs in the U.S.
In this episode, Devon Francis interviews two key members of Fiducient Advisors’ leadership team, Bob DiMeo and Michael Goss. Join them as they reveal the reasons behind rebranding, what changes you should – and should not – expect, and current efforts to achieve diversity, equity, and inclusion in the organization and the investment community.
You will learn:
- Why we specifically chose to be “Fiducient Advisors”
- Which core value propositions remain the same
- How technology sped up our integration process during the pandemic
- Why continual growth is important for both the company and its employees
- And more!
Tune in now for exciting updates on our new brand as well as the long-term vision and goals of Fiducient Advisors!
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