Alex Chalekian – AdvisorsUNITE (EP.51)

//Alex Chalekian – AdvisorsUNITE (EP.51)
Dave Nadig and Steven Schoenfeld – Past, Present, and Future of the Industry (EP.19)..

Alex Chalekian – AdvisorsUNITE (EP.51)

2019-10-07T16:46:31-04:00By |
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Phil is joined by Alex Chalekian, Founder and CEO of Lake Avenue Financial to discuss the changing nature of the financial planning and advice industry and where the puck is heading. The conversation includes:

  • Differentiating financial planning vs portfolio management
  • Going independent
  • Growing by acquisitions and how to retain acquired clients
  • Benefits of using social media to grow
  • Misperceptions about working with millennials
  • Leveraging technology
  • AdvisorsUNITE and how Alex sources acquisitions
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