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Advisely Team

2 months ago

Jenny Brown CEO at JBS Financial Strategists "I hope every adviser focuses on doing the right thing by the client – even when no one's looking."	Mathew Tenison Principal at Tik Financial Group "You can't put a dollar figure on the impact you have on clients' lives."
Darren Smith Business Coach at Slipstream Group "Understanding the numbers is important but understanding the person is more important."	Dela Dzadey Director at TNT Group "We want to continue to look at problems and processes and how we can make a better solution for everybody involved."
Anne Graham CEO at Story Wealth Management "One of the biggest challenges is focusing on your ideal client – growth through finding your niche."	Deborah Kent Principal at Integra Financial Services "This business is about people skills, so be authentic. Be yourself."

Updated 2 months ago

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Advisely Team

Joined October 25, 2023

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