‘It’s about advice beyond investing’
UBS market executive Julie Fox explains how she provides her advisors with everything they need to build their practice and serve their wealthy clients
A firm designed for the digital age
Virtual meetings have personalized relationships with clients, says Rianka Dorsainvil, co-founder of 2050 Wealth Partners.
‘In my ethos, it’s about … how you impact the world’
An attorney by background, Grant Rawdin says a dedication to the client’s best interests is at the heart of what he does.
Building wealth with nourishing advice
‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.
The symphony of financial planning
Pop musician turned advisor on transferring skills from the studio to keeping the ‘personal’ in finance.
Shaking up the 60/40 portfolio
The importance of diversification, like your health, only reveals itself in bad times, advisor says.
Helping debt-ridden physicians thrive
Recognizing a growing need, Olson began offering free help online to medical professionals, which eventually led him to pivot his practice exclusively toward physicians.
Keeping retirement planning personal
Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.
‘Our clients are part of our family’
'We want to work with good people who we enjoy working with,' Larry Sprung says. 'If you don’t pass those criteria, we’re not going to work with you.'
‘We want to actually touch people’s lives’
Melissa Joy, founder of Pearl Planning, talks about her passion for educating people about money.