Advisor Advocates Podcast

Advisor Advocates Podcast

By Garrett LayellBusinessCareers
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Advisor Advocates Podcast episodes

  • Sophisticated Simplicity: Edge Financial Advisors

    Learn from Founder Ed Meek and Partner Advisor James Alexander how Edge Financial Advisors brings together a team of like-minded Advisors to deliver the highest quality of service to clients and quality of life for their team members.

    By enabling each team member to focus on their specific strengths and focus areas, Edge positions Advisors to deliver the most sophisticated planning and investment strategies for their clients without over-stepping their capabilities, and working together to achieve greater things together than they could separately.

    If you are a Financial Advisor who can bring valuable leadership and appreciate the team mentality, Ed and James would love to meet you and explore the opportunity to join one of the top Financial Planning and Investment Managment Firms in the Chicago area. Schedule a call to get started, or reach out at 919-561-2436, or [email protected]

    Schedule a Confidential Call Here

    26 min

About Advisor Advocates Podcast

From the publisher's feed

Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the…