Building community among independent advisors
Kristen Kimmell, Executive Vice President of Business Development, recently sat down with Financial Planning to record a podcast episode about building community among independent financial professionals.
The number of independent financial advisors is on the upswing, and they put a priority on their autonomy and making their own decisions about how to grow their practice and serve their clients. But that does not mean they want to be walled off from other financial advisors. In fact, there is great enthusiasm for plugging into professional communities to share lessons, discuss challenges and best practices—and even learn from each other's mistakes.
In this podcast, we will discuss what's top of mind for independent financial advisors in today's economic environment, and how by joining communities and developing the right platform partnerships they can evolve their holistic wealth management skills. By doing so they can offer more than investment advice, they can step in and help clients every step of the way.