How to Build and Deploy Synergistic Teams for Your RIA with Paul Blease
Between Now and Success
English - May 18, 2022 20:21 - 1 hour - 47.2 MB - ★★★★★ - 104 ratingsInvesting Business adviser business career coaching entrepreneur financialadvisor investing marketing small success Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ric Edelman on How to Future Proof Your Practice
In a Nutshell: Paul Blease's 40 years of experience in financial services covers everything from the big wirehouses to the largest independent RIAs. In the first of two conversations, Paul and I focus on the synergistic team model, which he believes is the best way for advisor CEOs to attract, retain, and maximize top talent, while also providing "white glove" service to all clients.
Guest: Paul Blease, Co-Head of Invesco Global Consulting at Invesco U.S.