))
14. A New View on the Advisor Support Model with Avise
Manage episode 418557410 series 3546760
Contenido proporcionado por Seeds Investor. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Seeds Investor o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Many financial advisors find themselves juggling the roles of advisor and business owner. To grow effectively, founders should focus on one role and seek support for the other.
Advisors want to maintain their independence and brand identity but struggle to build a business from scratch without substantial infrastructure. This creates a dilemma: join a larger firm and lose some autonomy, or go entirely independent and face overwhelming operational burdens.
This week, Zach Conway and Kelsey McKenna are joined by Katrina Soelter and Leighann Miko, co-founders of Avise. Avise is an RIA co-op that provides advisors with the administrative resources they need to build their ideal practice. Learn how advisors can maintain control while offloading burdensome tasks, leading to greater long-term success and client satisfaction.
Connect with us:
- Katrina Soelter on LinkedIn
- Leighann Miko on LinkedIn
- Zach Conway on LinkedIn
- Kelsey McKenna on LinkedIn
Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!
26 episodios
Compartir
