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 ...
All content for Only Fee-Only is the property of Broc Buckles and Peter Ciravolo and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage
Only Fee-Only
23 minutes
3 months ago
#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage
Meet Dev Thompson – the newest addition to the BC Brokerage team. Dev’s journey to insurance is a unique one—from college football player to strength coach at Purdue and Kentucky, to fee-only financial planner, and now a trusted resource for advisors across the country. His background blends a passion for personal finance with the discipline of athletic coaching, giving him a thoughtful and client-focused approach to planning. Dev brings a deep understanding of how insurance fits into the big...
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 ...
