Liberty Fi + Aptus Capital Advisors: Maximizing the Value Advisors Provide

In this episode of Secrets to Scale, Alli Jordan sits down with JD Gardner, Founder and Chief Investment Officer of Aptus Capital Advisors (Aptus), for a candid discussion about the new and transformative partnership between LibertyFi and Aptus.

Together, they explore the innovative ways this collaboration aims to redefine the landscape for financial advisors. Alli and JD recap how their partnership began in early January and their shared vision for the future. Their conversation sheds light on the unique value proposition of Aptus, the strategic importance of outsourcing to enhance advisor-client relationships, and the pioneering investment strategies that set Aptus apart in a crowded marketplace.

Together, LibertyFi and Aptus offer an uncommon blend of service excellence and investment acumen to empower advisors, ensuring they are optimally positioned to succeed and grow in an ever-evolving industry.

Get to know Aptus better >> Listen here:


More Posts

Get To Know Aptus Capital Advisors

Perhaps you’ve heard our recent news: LibertyFi and Aptus Capital Advisors have merged to create a firm designed to build custom solutions for RIAs. We