The Evolving Advisor Podcast

Ep 020: Amelia Garland: The Rapid Evolution of the RIA Community

Episode Notes

In this episode, Jeff and Amelia discuss: 

• The story of CityWire and how it has expanded into the USA.

• The rapidly growing RIA community and their growth in the industry.

• What the Best-In-Class RIAs are doing that makes them stand out.

• Those things that may be holding a firm back from thriving.

  

Key Takeaways: 

• The independent RIAs are the future, this is where the growth is.

• For young females in the industry, find a female mentor that can help you grow and expand your skills in the industry.

• Ask questions. People want to teach and they want to help you.

• Treat your employees as business owners, not employees. Give them freedom to help your firm grow and evolve and expand.

  

"Challenge yourself. Do things you’re afraid of." —  Amelia Garland

 

Connect with Amelia Garland:

Twitter: @Garlandgoeswest

Website: CityWireUSA.com

Show: CityWire Advice Around the World

LinkedIn: Amelia Garland

  

Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/