Scaling Your Advisory Practice Through LinkedIn with Ariel Lee

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The Investipal Podcast

Investipal

44 episodes

5 days ago

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

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Investing

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Scaling Your Advisory Practice Through LinkedIn with Ariel Lee

The Investipal Podcast

25 minutes 43 seconds

7 months ago

Scaling Your Advisory Practice Through LinkedIn with Ariel Lee

Ariel Lee built her financial advisory practice primarily from LinkedIn, growing one of the largest followings of any advisor on the platform today.

In this episode, she shares her unconventional path from automotive finance to wealth management, the financial pitfalls she witnessed, and how those experiences shape her approach to advising clients. We also discuss marketing on LinkedIn, the power of authenticity and relatability, and finding a niche.

Please enjoy our conversation with Ariel Lee.