Remove Business Planning Remove CFP Remove Wealth Management
article thumbnail

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

article thumbnail

#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones

Nerd's Eye View

Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. Welcome everyone! My guest on today's podcast is Lorie Jones.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs

Yardley Wealth Management

The post Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC. Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs Starting your own business is an exciting and challenging journey.

article thumbnail

#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

Nerd's Eye View

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Welcome back to the 360th episode of the Financial Advisor Success Podcast !

Clients 246
article thumbnail

#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends

Nerd's Eye View

Read More.

article thumbnail

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

article thumbnail

Wealth Manager vs. Financial Advisor: What’s the Difference?

Carson Wealth

CFP ® , Director of Consumer Investment Research . Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets.