It can be difficult to find the right people to support you as an adivsor.
Creating a team that understands you and balances your skillsets often feels as though you’re asking a lot, especially if you’re limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female
entrepreneurand FPQP Michelle Wong to discuss her latest business and
your solution to finding the perfect supportsystem for your advisory firm.Related:
A Unique Twist to Creating Sustainable and Successful MarketingMichelle is the founder and CEO of Nifty Advisor Support which offers a comprehensive virtual assistant program specifically tailored for RIAs. Nifty can assist your business with client service and operations, marketing and communication, and paraplanning. Michelle explores her process and methodolgy to providing RIA’s with the best service possible, at a minimal cost.If you’re curious about how to improve your business without the hassel of creating a salaried position tune in with Michelle and Matt to explore the opportunities of Nifty Advisor Support.
