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 ...
#139 - Two kids, three master’s, and one $4 coconut water debate - Prudence Zhu
Only Fee-Only
26 minutes
1 month ago
#139 - Two kids, three master’s, and one $4 coconut water debate - Prudence Zhu
Prudence Zhu (pronounced "zoo"), CPA, CFP®, CFT™, is the founder and CEO of Enso Financial, a fee-only financial planning firm dedicated to helping couples, families, and entrepreneurs thrive through open communication and values-driven money management. Born in rural China, Prudence moved to the U.S. in 2012 alone with few belongings and achieved financial freedom nine years after through conscious spending and smart investment decisions. She transitioned from a successful corporate fi...
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 ...
