• How you uniquely serve your clients.
• Some lessons you’ve learned in the process.
• Any thoughts you have on organic growth, staffing, and tech integration.
• How you are different from other RIA firms.

Don’t worry about compliance. We’re not going to talk about anything promissory or anything that will get you in trouble with the SEC.

Our first podcast is called Leaders & Legacies. We’ve published over 250 episodes, and it’s ranked top 2.5% globally according to ListenNotes.

Now we’re launching Fiduciary Alchemy. The Hilton Family Office and other RIAs have already scheduled their interviews. Get your voice out there also.

For a limited time, we’re allowing guests to also record an interview on Leaders & Legacies.

NOTE: Fiduciary Alchemy is produced by our parent brand, allies4me. You will see branding in the application and scheduling pages that reflects that.

Guest requirements:

• As a wealth manager, you should have $5M or more in revenue, $500M+ in AUM, and have a team of advisors.
• Be ready to discuss how you uniquely serve your clients.
• Be ready to share some lessons you’ve learned in the process.
• Your thoughts on organic growth, staffing, and tech integration.

Apply below to be a guest on the podcast

If your application is accepted:

• I will share some vital tips (via video) to help you connect with our audience, gain some great exposure, share the questions I’ll ask, and hopefully encourage some great connections and customers from our audience.
• Enjoy the scheduled interview with me via Zoom video.

Assistants & PR agencies: Please supply the guest’s contact information where asked. You can add your email address to the “PR Agency/Assistant Email” field, and we will copy you on all scheduling emails.