ThinkAdvisor Interview With Skip Schweiss: “Do This Instead of Moving Up Market”

Sierra Chief Executive Officer, Skip Schweiss

As of early 2023, Sierra’s TAMP solutions are distributed under the Ocean Park name on both the Envestnet and Orion platforms, as well as on all the major independent broker-dealer platforms, including LPL Financial, Cambridge, Advisor Group and others.

According to Schweiss, the firm’s focus on serving RIA clients continues to give him a powerful lens into the ongoing trends and challenges affecting the work of fee-based financial planning professionals. As recounted in the Q&A dialogue below, Schweiss sees significant reason for optimism about the independent RIA industry’s future, but there are also major emerging obstacles that must be tackled with urgency.

The thoughts and opinions expressed in the article are solely those of the person speaking as of 1/26/2023, and not necessarily those of Sierra and are provided for informational purposes only.  Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice.  The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.

0117-SI00XLAP 02222023

Subscribe and stay up to date with Sierra Investment Management