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Podcast: Registered Investment Advisor Podcast
Episode: Scaling a Boutique Wealth Management Firm
Description: What’s the secret to growing a successful wealth management business? It’s not just about the investments, it’s about the deep relationships and personalized service you provide to clients.
On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with Adam Spiegelman, CFP®, Wealth Advisor at Spiegelman Wealth Management, who shares insights from his 25-year journey in the financial services industry, focusing on his recent transition to a Registered Investment Advisor (RIA). From managing $440 million in assets to building an RIA from the ground up, Adam reveals the challenges and strategies behind his firm’s...