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Podcast: Registered Investment Advisor Podcast
Episode: Creating a Better Client Experience with Independent RIAs
Description: Lisa Hutter is a Partner and Client Advisor with IronOak Wealth, serving clients all over the country with offices in Austin, TX. Lisa works with active and retired business owners, multi-generational families and those going through transition (earning capabilities, divorce, inheritance). She welcomes those seeking a change in their financial advisor or who have never worked with an advisor. Lisa’s approach is different than most in how she supports her clients and learns about their passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at al...