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Sophisticated Simplicity: Edge Financial Advisors
Manage episode 456664233 series 3626262
Treść dostarczona przez Wealth Partners and Advisor Advocates. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Wealth Partners and Advisor Advocates lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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
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