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Nifty Advisor Support
United States
เข้าร่วมเมื่อ 8 ก.ย. 2017
We solve talent and client experience challenges for Registered Investment Advisors.
Since 2018, we have collaborated with Registered Investment Advisory firms of all sizes and stages to help them navigate technological, strategic, and cultural advancements.
Our team comprises seasoned industry professionals with deep expertise in digital marketing, client servicing, financial planning, recruiting, and training. We offer flexible and customizable services tailored to meet the unique needs of each Registered Investment Advisor.
Discover our Virtual Assistance and Fractional Recruiting solutions today.
Since 2018, we have collaborated with Registered Investment Advisory firms of all sizes and stages to help them navigate technological, strategic, and cultural advancements.
Our team comprises seasoned industry professionals with deep expertise in digital marketing, client servicing, financial planning, recruiting, and training. We offer flexible and customizable services tailored to meet the unique needs of each Registered Investment Advisor.
Discover our Virtual Assistance and Fractional Recruiting solutions today.
Dear Nifty, How Do I Build A Remote Culture?
Welcome to the "Dear Nifty" mailbag where we solve authentic, personal challenges faced by financial advisors and industry professionals.
Submit your own letter to the "Dear Nifty" mailbag: docs.google.com/forms/d/e/1FAIpQLScE_2IH-lhvq-lT4dmRtj4cnJUoKEA8Ow9bDP3jwbShPWPY5g/viewform
Submit your own letter to the "Dear Nifty" mailbag: docs.google.com/forms/d/e/1FAIpQLScE_2IH-lhvq-lT4dmRtj4cnJUoKEA8Ow9bDP3jwbShPWPY5g/viewform
มุมมอง: 13
วีดีโอ
Dear Nifty, I Need To Scale!
มุมมอง 34วันที่ผ่านมา
Welcome to the "Dear Nifty" mailbag where we solve authentic, personal challenges faced by financial advisors and industry professionals. Submit your own letter to the "Dear Nifty" mailbag: docs.google.com/forms/d/e/1FAIpQLScE_2IH-lhvq-lT4dmRtj4cnJUoKEA8Ow9bDP3jwbShPWPY5g/viewform
How to Navigate Common Talent Challenges | Nifty Advisor Support x AEP Partnership
มุมมอง 262 หลายเดือนก่อน
We’re excited to introduce our new partnership between Advisory Education Partners (AEP) and Nifty Advisor Support! Together, we're addressing some of the most common talent challenges faced by independent financial advisory firms. Join Nick Scott, Client Service Expert and Program Advisor at AEP, and Michelle J. Wong, Founder and CEO of Nifty Advisor Support, as they share insights and strateg...