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Q&A with William Harwood and Katie Keppler of Harwood Wealth Management. In a conversation with IAA from their office in Greenville, SC, we discussed how hiring a junior advisor can benefit your firm and your clients in the near and long term.
Read MoreQ&A with Erin Mendez of Liberty Point Advisors. This holistic planning firm manages more than $250M in AUM and provides concierge financial planning services to 250 clients. With more than 15 years plus experience in the financial services industry, Erin has achieved her level of success and depth of knowledge through ongoing education and holding every position in her office.
Read MoreQ&A with Ryan Schrift of RJ Schrift Private Asset Management
Since founding R. J. Schrift Private Asset Management in 2012, Ryan Schrift has grown his practice from $10M to more than $150M in managed assets with $30M+ in organic growth since January 2022 alone. Servicing clients in 26 states, he has successfully grown his firm by diversifying his business development strategies, including organic growth, acquisition, and targeting clients through niche specialization.
Q + A with Stephen G. Tompkins from Blackbridge Financial
“The biggest misconception I had while at a big firm was that if you leave, you are on your own.”
Joe Budd, an industry veteran with nearly 25 years of experience, took on that challenge and learned firsthand the Catch-22 that is compliance. In a conversation with IAA from his office in Franklin, TN, Joe talks about his experience, the advantages of an RIA partnership over ownership, and why he loves his adopted hometown of Nashville, TN.
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