# Chris Ambridge

Message from Chris Ambridge on July 2, 2023

Sermon from Hebrews 11:24-26 by Chris Ambridge

All season long, Peter has talked about the Omni Formula and the different steps and in this episode, the main focus is Portfolio Managers. To talk about this important step, Peter is joined by three unique voices to break down the role and why you need a portfolio manager. Jeff Gruber from Dixon …

This episode is all about fees, and my guest, Transcend Private Client president Chris Ambridge, has a wealth of knowledge to share all about it. We also discussed CRM2, the new amendments coming into play to make it more clear how much we're paying in fees, and we talked about the different ways a…