What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
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What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
#128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason
Only Fee-Only
41 minutes
5 months ago
#128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason
What happens when two advisors decide to completely rebuild their firm from the ground up? In this episode, Tommy Blackburn and John Mason share how they transformed Mason & Associates from a commission-based practice to a thriving fee-only RIA focused on federal employees. Driven by a desire for stronger client relationships and a clear vision for the future, they took on the challenge of “rightsizing” their client base—John had been serving over 250 families. The transition allowed them...
Only Fee-Only
What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
