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Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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#195 - Nifty Advisor Support- Michelle Wong

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Manage episode 410199098 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting solutions help advisory firms deliver a better client experience.

https://www.niftyadvisorsupport.com/

https://www.linkedin.com/in/woahitsmiwo/

https://www.linkedin.com/company/nifty-advisor-support/

https://www.linkedin.com/newsletters/wong-not-white-7049713992860131328/

https://www.facebook.com/meetnifty

https://twitter.com/meetnifty

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 410199098 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

"Do what you do best and outsource the rest." - Peter Drucker. Michelle Wong, CEO of Nifty Advisor Support, joins us to discuss how she strives to close the talent gap between advisors and non-advisors through inclusive communication and effective remote team management. Their virtual assistance, collective coaching, and on-demand recruiting solutions help advisory firms deliver a better client experience.

https://www.niftyadvisorsupport.com/

https://www.linkedin.com/in/woahitsmiwo/

https://www.linkedin.com/company/nifty-advisor-support/

https://www.linkedin.com/newsletters/wong-not-white-7049713992860131328/

https://www.facebook.com/meetnifty

https://twitter.com/meetnifty

  continue reading

150 episodes

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