Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark

Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark

FromFinancial Advisor Success


Ep 139: Plugging In For Large Firm Support To Refocus Your Time On Clients Instead with Michele Clark

FromFinancial Advisor Success

ratings:
Length:
115 minutes
Released:
Aug 27, 2019
Format:
Podcast episode

Description

Michele Clark is the senior portfolio manager for Acropolis Investment Management with more than 25 years of experience in financial services. From cold knocking to becoming a regional investor educational specialist and now working in investment management, Michele really has done it all within the industry. She even ran her own independent hourly financial planning practice until she recently decided to “plug-in” to a larger firm. In this episode, Michele discusses her non-traditional journey through the financial advisory industry, as well as how she managed to re-balance both her business and the work she is doing in it. Listen in as she shares her best tips for attracting clients no matter where you are, the importance of developing an expertise, and how to confront the inevitable challenges you will face when starting out on your own. For show notes and more visit: https://www.kitces.com/139 
Released:
Aug 27, 2019
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.