Scale Up Using Third-Party Support Services with Michelle Wong
Manage episode 407147923 series 3558245
Small RIAs who want to expand face significant challenges. Hiring brings with it HR concerns, and managing back office logistics becomes more time intensive—when your attention needs to focus on adding more clients. On this Elementality, Abby talks with Michelle Wong whose firm, Nifty Advisor Support, fills in growth gaps by providing numerous services.
247 episodes