While every financial advisor's business is unique, there are some common challenges faced by all independent advisors and RIAs. This week's guest, Julie Pinkerton, noticed that a few of these common challenges were actually really big problems. So, she set out to create a community solution, ClientFirst, that would help advisors and other financial professionals connect with each other to not only grow their businesses but to better serve their clients in the process.
One of the big takeaways from this episode is how much opportunity opens up when advisors start to expand their professional networks with complementary solution providers. No one can do it all but you can offer a comprehensive set of financial solutions to your clients if you leverage others.
Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Google Podcasts, Alexa, Stitcher, TuneIn, or if you prefer video you can find it on YouTube.
Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed:
If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.
