Season two of Secrets to Scale is here! Our first guest is Scott Sheffer, CEO of Carnegie Wealth Management, and one of LibertyFi’s first clients. His story is unique because he acquired Carnegie when the original founder was ready to retire. By implementing his vision, he has retained the original clients and added new clients.
We are pleased to announce that Adair Moody Winkler one of LibertyFi’s consultants, has been named one of Birmingham's Rising Stars of Money by the Birmingham Business Journal. This distinction honors the next generation of leaders under the age of 30 in the banking, finance, and wealth management industries.
“This award is a validation of the hard work, energy, and passion we’ve invested into serving our clients and growing our business. It’s rewarding to our entire team to have this industry recognition, which will further differentiate us in wealth tech space.” - Alli Jordan, Co-Founder, and COO.
Because of that dynamic, Naviter Wealth was looking for a way to provide flexible portfolio management and performance reporting that would meet their clients’ specific needs and high expectations. Read more on how we helped Naviter streamline its accounts and registrations to drive customer satisfaction.
The LibertyFi team is constantly thinking ahead and planning for the future. The trickle-down effect means that the trends we are seeing will not only help us but also the advisors we serve and their clients. Here’s what we see happening over the next 12 months.
On a recent episode of Secrets to Scale, Alli Jordan spoke with Shannon Granahan, Senior Director of Partners at Healthpilot, the company that powers the Envestnet Healthcare Exchange. Healthpilot was created to offer an all-digital solution that simplifies the Medicare enrollment process by saving time and money while helping enhance the client experience.