Wall Street Growth Hacks Podcast
Wall Street Growth Hacks is the ultimate podcast for financial advisors looking to scale their wealth management businesses. Top financial advisors and experts share actionable tips and tools to help attract affluent clients, level up customer experiences, and increase assets under management. Wall Street Growth Hacks is hosted by Antoinette Rodriguez, CEO of MarFi Advisors, a marketing and strategy coaching firm for million-dollar financial advisors since 2005.
(EP3) How a Princeton-in-Asia fellow became an FA
https://vimeo.com/761294627/f111aba121
DESCRIPTION
Financial adviser Monique Castillo of Higher Ground Financial Services and MarFi Advisors’ Antoinette Rodriguez are featured in episode 3 of Wall Street Growth Hacks. In this uplifting podcast episode, Monique discusses lessons she learned while working as an FA during the 2008 market meltdown, how a bet to learn Mandarin Chinese turned into a career-defining business opportunity, and the importance of celebrating clients’ triumphs.
ABOUT MONIQUE CASTILLO
Monique. She has been a financial advisor since 2008 and founder of Higher Ground Financial Services. Monique has conducted financial strategy work...
(EP1) From the Fed to Atlanta Financial Advisor with Sibyl Steverson Slade
WATCH VIDEO PODCAST
https://vimeo.com/752150871/4810fb01ab
LISTEN AUDIO PODCAST
About Sibyl Steverson Slade
Financial Advisor, Sibyl Steverson Slade, CRPC is the founder of IntegriVest Wealth Advisors, LLC., She lends her 28 years of banking and financial services experience to provide personalized comprehensive financial planning and advisory services to small business owners and other professionals throughout Alabama, Arizona, Colorada, Florida, Georgia, Louisiana, Missouri, Nevada, and Virginia.
Sibyl is the author of I Can’t Sit Down, a collection of interviews with groundbreaking women of color.
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