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Sophisticated Simplicity: Edge Financial Advisors
Manage episode 456664233 series 3626262
İçerik Wealth Partners and Advisor Advocates tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Wealth Partners and Advisor Advocates veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Learn from Founder Ed Meek and Partner Advisor James Alexander how Edge Financial Advisors brings together a team of like-minded Advisors to deliver the highest quality of service to clients and quality of life for their team members.
By enabling each team member to focus on their specific strengths and focus areas, Edge positions Advisors to deliver the most sophisticated planning and investment strategies for their clients without over-stepping their capabilities, and working together to achieve greater things together than they could separately.
If you are a Financial Advisor who can bring valuable leadership and appreciate the team mentality, Ed and James would love to meet you and explore the opportunity to join one of the top Financial Planning and Investment Managment Firms in the Chicago area. Schedule a call to get started, or reach out at 919-561-2436, or garrett@theadvisoradvocates.com
18 bölüm
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