Join Shane Sideris, co-founder of Nectarine and Synchronous Wealth Advisors, as he shares insights from his career. Learn how he moved from an eight-year career at BlackRock to creating a flexible, hourly financial guidance service. Discover Nectarine's unique advice-only marketplace, designed for clients who prefer not to commit to annual fees.

Shane explains the process of recruiting and vetting financial advisors at Nectarine. He shares strategies for balancing supply and demand and using Instagram for lead generation. Shane also emphasizes the importance of targeted marketing and a strong social media presence.

Explore Nectarine's innovative one-hour engagement model and the new eight-week program for more complex planning. Shane also discusses Nectarine's transition to an SEC-registered RIA, enhancing their nationwide service. With nearly perfect advisor ratings and plans for variable pricing and more filtering options, this episode offers valuable insights for financial advisors and those interested in the evolving financial landscape.


Shane's Social:

X: @shane_sideris

https://www.linkedin.com/in/shane-sideris/