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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Aug 6, 2019

Nina O’Neal is a partner and investment advisor with Archer Investment Management, a hybrid advisory firm that oversees nearly $90 million in assets under management. She joins the show today to talk about her advisory firm’s structure and why they have no plans to change it, as they don't view the hybrid model as a way to the independent RIA model.

Listen in to hear Nina speak candidly about how she juggles being an advisor, a firm owner, and a parent. You’ll learn how she empowers other female advisors to establish an advisory business and balance the rest of their lives in the process, how her firm handles its mixture of fee-based advisory and commission-based brokerage business, and their plans for the future.

For show notes and more visit: https://www.kitces.com/136 

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