Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors, emphasizes the importance of being "nimble" for growing RIAs. Being able to adapt swiftly to clients' and firm's evolving needs is a key competitive advantage that sets firms apart from the wirehouses. This agility enables firms to enhance the experience for everyone involved at a pace that outpaces competitors by months or even years. #WealthManagement #RIA #BusinessGrowth
Being nimble is key! An insightful clip from Melissa Bouchillon of Sound View Wealth Advisors. During COVID, they have shifted to remote work overnight without missing a beat. This agility keeps her team a cutting-edge. Today, her team explored advanced planning software options. Constantly improving and embracing change helps them stay ahead for their clients. Their independence allows them to adopt new tech and strategies quickly. Always driving towards innovation in client work, investments, and company culture. Excited to share more insights from our recent podcast! 🎙️ Watch the full episode here: https://lnkd.in/exPMnHVy #Innovation #Agility #ClientFocus #Technology #Leadership