Sara Stanich is the founding father of Cultivating Wealth, an unbiased RIA that oversees almost $ 50 million in AUM for 95 current consumer households. Sara switched to monetary consulting in the course of the final monetary disaster, which compelled her to enter an unbiased channel with much less help however extra flexibility to create her consulting agency the best way she wished. At present, she joins the present to debate her journey into the business and her recommendation for folks beginning out in at the moment’s bear market.
Hearken to how we speak in depth about how Sara builds her enterprise, in addition to the software program she makes use of to determine potential shoppers who can be match for the enterprise. You may find out how her enterprise has advanced in recent times as she started including extra CFP specialists, key careers or different early-stage counselors to her workforce, and extra.
Efficiency notes and extra data will be discovered at: