43 min
The Juggler Beyond the Portfolio
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- Investing
Even though the RIA model provides many people with the flexibility they crave, the recent transition to remote work has only shined a brighter light on the balancing act that many advisors face in their professional and personal lives. We’ll talk with Jeremiah Winters of Salomon & Ludwin about how he juggles caring for his 5 young children with providing dedicated service to his clients. Then, Kerry Wekelo of Actualize Consulting joins to share more tips for how companies can create environments that support work-life balance for their employees.
Flexibility is one of the many reasons the RIA model is an attractive model for financial advisors. The Exploring Your Independence Business Evaluator can help you decide if joining or starting an independent RIA is right for you: https://www.exploringyourindependence.com/#/splash
Guests:
Jeremiah Winters, Salomon & Ludwin
Kerry Wekelo, Actualize Consulting
Even though the RIA model provides many people with the flexibility they crave, the recent transition to remote work has only shined a brighter light on the balancing act that many advisors face in their professional and personal lives. We’ll talk with Jeremiah Winters of Salomon & Ludwin about how he juggles caring for his 5 young children with providing dedicated service to his clients. Then, Kerry Wekelo of Actualize Consulting joins to share more tips for how companies can create environments that support work-life balance for their employees.
Flexibility is one of the many reasons the RIA model is an attractive model for financial advisors. The Exploring Your Independence Business Evaluator can help you decide if joining or starting an independent RIA is right for you: https://www.exploringyourindependence.com/#/splash
Guests:
Jeremiah Winters, Salomon & Ludwin
Kerry Wekelo, Actualize Consulting
43 min