Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Thursday Aug 30, 2018
Thursday Aug 30, 2018
It can be difficult to find the right people to support you as an adivsor. Creating a team that understands you and balances you skillsets often feels as though you're asking a lot, especially if you're limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female entrepreneur and FPQP Michelle Wong to discuss her latest business and your solution to finding the perfect support system for your advisory firm.
Michelle is the founder and CEO of Nifty Advisor Support which offers a comprehensive virtual assistant program specifically tailored for RIAs. Nifty can assist your business with client service and operations, marketing and communication, and paraplanning. Michelle explores her process and methodolgy to providing RIA's with the best service possible, at a minimal cost.
If you're curious about how to improve your business without the hassel of creating a salaried position tune in with Michelle and Matt to explore the opportunities of Nifty Advisor Support.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.