E5: The Power of Betting on Yourself: Carli Smith’s Blueprint for Building a High-Momentum Firm
Автор: The 20 Percent Collective, LLC
Загружено: 2025-12-05
Просмотров: 46
Описание:
Host Lauren Sekerke, CFA®, sits down with Carli Smith, CFP®, founder of Signal Wealth Advisors, to share the story behind her firm’s impressive early growth. Carli talks candidly about the steps that helped her launch strong, including her decision to begin as an IAR, the systems and organization she relied on, and the support networks that kept her grounded through a demanding first year.
[03:10] Key Decisions and Strategies for Success
[05:07] Operational Choices: IAR vs. RIA
[09:15] Growth and Client Acquisition
[11:37] Building a Lifestyle Practice vs. an Enterprise Firm
[15:59] Carli Smith’s Challenges and Support Systems
[19:54] Empowering Women in Financial Advisory
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