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Alex Chalekian - AdvisorsUNITE (EP.51)
已归档的系列专辑 ("不活跃的收取点" status)
When? This feed was archived on November 26, 2021 20:08 (). Last successful fetch was on October 13, 2021 23:10 ()
Why? 不活跃的收取点 status. 我们的伺服器已尝试了一段时间,但仍然无法截取有效的播客收取点
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 242194115 series 2159375
Phil is joined by Alex Chalekian, Founder and CEO of Lake Avenue Financial to discuss the changing nature of the financial planning and advice industry and where the puck is heading. The conversation includes:
- Differentiating financial planning vs portfolio management
- Going independent
- Growing by acquisitions and how to retain acquired clients
- Benefits of using social media to grow
- Misperceptions about working with millennials
- Leveraging technology
- AdvisorsUNITE and how Alex sources acquisitions
83集单集
已归档的系列专辑 ("不活跃的收取点" status)
When? This feed was archived on November 26, 2021 20:08 (). Last successful fetch was on October 13, 2021 23:10 ()
Why? 不活跃的收取点 status. 我们的伺服器已尝试了一段时间,但仍然无法截取有效的播客收取点
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 242194115 series 2159375
Phil is joined by Alex Chalekian, Founder and CEO of Lake Avenue Financial to discuss the changing nature of the financial planning and advice industry and where the puck is heading. The conversation includes:
- Differentiating financial planning vs portfolio management
- Going independent
- Growing by acquisitions and how to retain acquired clients
- Benefits of using social media to grow
- Misperceptions about working with millennials
- Leveraging technology
- AdvisorsUNITE and how Alex sources acquisitions
83集单集
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