Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…
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Private equity-backed hybrid RIA Trilogy Financial Services has hired a new top advisor recruiter.
The $4.3bn wealth manager has brought aboard Jason Inglis to serve as its chief development officer. Inglis, who started working at Irvine, Calif.-based Trilogy on Monday, will report to chief executive Jeff Motske.
‘They’re already successful and growing,’ Inglis said of Trilogy. ‘The thought is that I can come in and really help us speed up a little bit. It’s not a monumental lift. It really is being part of a team and really being in a position to compete. There’s a lot of private equity in there, there’s a lot of advisor movement, and you need scale to compete.’ Read More.
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