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In this episode, we talk in-depth about why Jennifer’s firm has taken an approach to grant equity rather than require buy-ins (and intends for every employee to either have equity, or at least a path to equity if they’re still new), how Jennifer’s firm sets individual performance targets for its client-facing wealthadvisors to earn (..)
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Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our WealthAdvisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023. appeared first on www.tobiasfinancial.com.
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Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and WealthAdvisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private WealthAdvisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.
Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealthadvisors. Just go with your businessplan.” So we hired great people.
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