Description

Mark is joined by Alli Jordan, President & COO of LibertyFi.

Alli was recently recognised as one of Investment News' 40 under 40.  In her role at LibertyFi she's responsible for many aspects of the business, from sales to service escalations to ensuring the advisors they work with are able to fully support their end clients. In addition her blogs help growth-oriented RIAs scale their practices as well as being a mentor through the Envestnet Institute On Campus’ Women in Wealth Management program.

In this episode, Alli and Mark discuss:

• A client story close to Alli's heart that demonstrates the impact of focusing on retirement go-go years can have engaging the non-financial spouse in a relationship.
• Alli's observations of the next generation of advisors wanting to become the Quarterback of their client's wellness journey. 
• How advisors should assess their true capability requirements before hiring and ask, what am I hiring for? 
• How advisors can grow leverage for their business through outsourcing things that don't drive revenue and focusing on things that do. 
• The need for advice businesses to invest in tech & tools they've already got rather than the next shiny thing and some great tips to do this! 

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

To learn more about how LubirtyFi can help you grow leverage in your firm visit https://libertyfi.com/